JS
James T. Schiermeyer
TRUIST ADVISORY SERVICES
DALLAS, TX 75201
Some features on this profile are disabled
CRD#: 2291530
JS
Professional summary
James Troy Schiermeyer, who also goes by J Troy Schiermeyer II, James T Schiermeyer Ii, Troy Schiermeyer, Schiermeyer, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Dallas, Texas and TRUIST INVESTMENT SERVICES, INC. located in Dallas, Texas.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. James has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 31, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
J Troy Schiermeyer Ii | James T Schiermeyer Ii | Troy Schiermeyer | Schiermeyer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BOOKER T WASHINGTON HS FOR THE PERFORMING AND VISUAL ARTS POSITION: Advisory Board Member NATURE: Advisory Board Member, Executive Committee Member, Vice President and Chair of Finance Committee INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/03/2018 ADDRESS: Plaza of the Americas, 600 North Pearl Suite 1940, Dallas TX 75201 BENT TREE COUNTRY CLUB POSITION: Board Member NATURE: Social Country Club INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 ADDRESS: 5201 Westgrove Dr, Dallas TX 75248 DESCRIPTION: Oversee, from a board level, the club strategic direction. SCHIERMEYER FAMILY TRUST POSITION: Trustee NATURE: Family Trust my mother set up to place interests in a working farm. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 3210 Carlisle Street, Unit 17, Dallas TX 75204 RUTH SCHIERMEYER INVESTMENTS POSITION: POA NATURE: POA for my mothers financial assets. Bank account and IRRA investments. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 6548 43rd, #3203, Lubbock TX 79407 BT COWBOY CONSULTING LLC POSITION: Manager NATURE: Will use as a risk mitigation strategy for future business opportunities and to segregate property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/09/2024 ADDRESS: Dallas TX, United States DESCRIPTION: A checking account. AKT PRODUCTIONS, LLC POSITION: Helper NATURE: This is my wife's social media business. I do not participate in the actual business. I just help keep documents straight and books balanced. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/29/2024 ADDRESS: Spicewood TX, United States DESCRIPTION: I help keep her business records straight and run monthly P&L Reports.
CRS (Client Relationship Summary) - RIA
Click below to view James Troy Schiermeyer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 11, 2020 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 100 Crescent Ct Ste 1000, Dallas, TX 75201RIA
CRD#: 283390
DALLAS, TX
Current
December 11, 2019 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 100 Crescent Ct Fl 10, Dallas, TX 75201BD
CRD#: 17499
Dallas, TX
Past
January 20, 2016 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 20, 2016 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
December 21, 1992 - May 5, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
DALLAS, TX
Past
December 11, 1992 - May 5, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/23/2022)
RR
Alaska(1/23/2022)
RR
Arizona(1/23/2022)
RR
Arkansas(1/23/2022)
RR
California(1/23/2022)
RR
Colorado(1/23/2022)
RR
Connecticut(1/23/2022)
RR
Delaware(1/23/2022)
RR
District of Columbia(1/23/2022)
RR
Florida(1/23/2022)
RR
Georgia(1/23/2022)
RR
Hawaii(1/23/2022)
RR
Idaho(1/23/2022)
RR
Illinois(1/23/2022)
RR
Indiana(1/23/2022)
RR
Iowa(1/23/2022)
RR
Kansas(1/23/2022)
RR
Kentucky(1/23/2022)
RR
Louisiana(2/17/2021)
RR
Maine(1/23/2022)
RR
Maryland(1/23/2022)
RR
Massachusetts(1/23/2022)
RR
Michigan(1/23/2022)
RR
Minnesota(1/23/2022)
RR
Mississippi(1/23/2022)
RR
Missouri(1/23/2022)
RR
Montana(1/23/2022)
RR
Nebraska(1/23/2022)
RR
Nevada(1/23/2022)
RR
New Hampshire(1/23/2022)
RR
New Jersey(1/23/2022)
RR
New Mexico(1/23/2022)
RR
New York(1/23/2022)
RR
North Carolina(1/23/2022)
RR
North Dakota(1/23/2022)
RR
Ohio(1/23/2022)
RR
Oklahoma(1/23/2022)
RR
Oregon(1/23/2022)
RR
Pennsylvania(1/23/2022)
RR
Puerto Rico(1/23/2022)
RR
Rhode Island(1/23/2022)
RR
South Carolina(1/23/2022)
RR
South Dakota(1/23/2022)
RR
Tennessee(1/23/2022)
RR
Texas(12/11/2019)
IAR
Texas(12/11/2020)
RR
Utah(1/23/2022)
RR
Vermont(1/23/2022)
RR
Virgin Islands(1/23/2022)
RR
Virginia(2/17/2021)
RR
Washington(1/23/2022)
RR
West Virginia(1/23/2022)
RR
Wisconsin(1/23/2022)
RR
Wyoming(1/23/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Dallas, TX 75201TRUST BUT VERIFY
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