EW
Eric T. Weinsier
TRUIST ADVISORY SERVICES
WILTON MANORS, FL 33305
Some features on this profile are disabled
CRD#: 2315348
EW
Professional summary
Eric Todd Weinsier is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Wilton Manors, Florida and TRUIST INVESTMENT SERVICES, INC. located in Wilton Manors, Florida.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Eric has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Todd Weinsier'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
September 14, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1431 Ne 26th St, Wilton Manors, FL 33305RIA
CRD#: 283390
WILTON MANORS, FL
Current
March 4, 2003 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1431 Ne 26th St, Wilton Manors, FL 33305Office #2: 3860 N Federal Hwy, Fort Lauderdale, FL 33308Office #3: 4211 W Commercial Blvd, Tamarac, FL 33319Office #4: 7282 W Atlantic Blvd, Margate, FL 33063Office #5: 1451 W Cypress Creek Rd, Fort Lauderdale, FL 33309Office #6: 5700 Coconut Creek Pkwy, Margate, FL 33063Office #7: 3499 N University Dr, Sunrise, FL 33351Office #8: 501 E Las Olas Blvd, Fort Lauderdale, FL 33301BD
CRD#: 17499
Wilton Manors, FL
Past
March 11, 2003 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
FORT LAUDERDALE, FL
Past
April 20, 2001 - February 19, 2003
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
HALLANDALE, FL
Past
April 4, 2001 - February 19, 2003
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
Past
May 1, 1998 - April 2, 2001
WAMU INVESTMENTS, INC.
BD
CRD#: 599
IRVINE, CA
Past
December 4, 1996 - May 1, 1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION
BD
CRD#: 14229
NORTHRIDGE, CA
Past
March 23, 1993 - October 18, 1995
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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(6/12/2024)
RR
Arizona(1/7/2015)
RR
California(7/8/2009)
RR
Colorado(1/3/2008)
RR
Connecticut(3/4/2003)
RR
Delaware(6/12/2024)
RR
Florida(3/4/2003)
IAR
Florida(9/14/2016)
RR
Georgia(2/6/2007)
RR
Hawaii(6/12/2024)
RR
Illinois(4/21/2022)
RR
Indiana(8/13/2024)
RR
Kansas(6/12/2024)
RR
Kentucky(5/22/2024)
RR
Maine(5/23/2019)
RR
Maryland(6/12/2024)
RR
Massachusetts(6/12/2024)
RR
Michigan(6/20/2012)
RR
Minnesota(3/22/2024)
RR
Nebraska(6/12/2024)
RR
Nevada(6/12/2024)
RR
New Jersey(11/21/2019)
RR
New Mexico(9/15/2025)
RR
New York(6/18/2009)
RR
North Carolina(7/8/2019)
RR
Ohio(3/30/2021)
RR
Pennsylvania(1/17/2019)
RR
Rhode Island(6/12/2024)
RR
South Carolina(6/12/2024)
RR
South Dakota(5/5/2021)
RR
Tennessee(7/30/2021)
RR
Texas(8/13/2009)
IAR
Texas(8/13/2019)
RR
Virginia(1/23/2022)
RR
Washington(11/26/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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#: 283390Wilton Manors, FL 33305TRUST BUT VERIFY
Monitor Eric Weinsier
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
xxxxx@xxxx.xxx
