Michael J. Medinger
Professional summary
Michael John Medinger is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Hunt Valley, Maryland.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Michael has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 8 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael John Medinger's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 22, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 307 International Circle Suite 390, Hunt Valley, MD 21030January 30, 1996 - September 2, 1999
D.E. FREY & COMPANY, INC.
September 20, 1993 - January 5, 1994
PRUDENTIAL EQUITY GROUP, LLC
December 24, 1991 - August 25, 1993
AMERIPRISE ADVISOR SERVICES, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/22/2021)
Exams
Series 8
Date: 12/21/1992
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Hunt Valley, MD 21030TRUST BUT VERIFY
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