CD
Craig E. Dyson
TRUIST ADVISORY SERVICES
ALEXANDRIA, VA 22314
Some features on this profile are disabled
CRD#: 2322415
CD
Professional summary
Craig Edward Dyson, who also goes by Craig Dyson, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Alexandria, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Alexandria, Virginia.
Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Craig has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 9 and Series 10 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Craig Dyson
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.
SARAH ASHLEY DYSON 2012 IRREVOBABLE TRUST DTD 5/11/2012 POSITION: Trustee NATURE: I am a Trustee for the benefit of my sister in law Sarah Ashley Dyson INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/31/2012 ADDRESS: 130 E 67th St. Apt. 5E, New York NY 10065
CRS (Client Relationship Summary) - RIA
Click below to view Craig Edward Dyson'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
February 18, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 201 N Union St Ste 240, Alexandria, VA 22314RIA
CRD#: 283390
ALEXANDRIA, VA
Current
December 24, 2019 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 201 N Union St Ste 240, Alexandria, VA 22314BD
CRD#: 17499
ALEXANDRIA, VA
Past
January 2, 2013 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
November 16, 2012 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
March 8, 2007 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
RIA
CRD#: 6255
ALEXANDRIA, VA
Past
March 2, 2007 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
BD
CRD#: 6255
ALEXANDRIA, VA
Past
February 21, 2006 - March 8, 2007
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
ALEXANDRIA, VA
Past
February 21, 2006 - March 8, 2007
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
ALEXANDRIA, VA
Past
February 28, 2002 - February 21, 2006
LEGG MASON WOOD WALKER, INCORPORATED
RIA
CRD#: 6555
ALEXANDRIA, VA
Past
January 15, 2002 - February 21, 2006
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
BALTIMORE, MD
Past
April 8, 1993 - January 23, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
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(5/23/2022)
RR
Alaska(5/23/2022)
RR
Arizona(2/17/2021)
RR
Arkansas(8/26/2022)
RR
California(2/17/2021)
RR
Colorado(2/17/2021)
RR
Connecticut(2/17/2021)
RR
Delaware(2/17/2021)
RR
District of Columbia(2/17/2021)
RR
Florida(2/17/2021)
RR
Georgia(2/17/2021)
RR
Hawaii(2/17/2023)
RR
Idaho(5/23/2022)
RR
Illinois(2/17/2021)
RR
Indiana(7/25/2022)
RR
Iowa(5/23/2022)
RR
Kansas(5/23/2022)
RR
Kentucky(5/23/2022)
RR
Louisiana(5/23/2022)
RR
Maine(5/23/2022)
RR
Maryland(2/17/2021)
RR
Massachusetts(2/17/2021)
RR
Michigan(2/17/2021)
RR
Minnesota(5/24/2022)
RR
Mississippi(5/23/2022)
RR
Missouri(7/20/2022)
RR
Montana(5/23/2022)
RR
Nebraska(5/23/2022)
RR
Nevada(6/2/2022)
RR
New Hampshire(5/24/2022)
RR
New Jersey(2/17/2021)
RR
New Mexico(5/23/2022)
RR
New York(2/17/2021)
RR
North Carolina(2/17/2021)
RR
North Dakota(5/23/2022)
RR
Ohio(2/17/2021)
RR
Oklahoma(6/2/2022)
RR
Oregon(6/1/2022)
RR
Pennsylvania(2/17/2021)
RR
Puerto Rico(5/27/2022)
RR
Rhode Island(5/31/2022)
IAR
Rhode Island(1/19/2023)
RR
South Carolina(2/17/2021)
RR
South Dakota(6/8/2022)
RR
Tennessee(2/17/2021)
RR
Texas(2/17/2021)
IAR
Texas(10/7/2025)
RR
Utah(5/23/2022)
RR
Vermont(5/20/2022)
RR
Virgin Islands(5/26/2022)
RR
Virginia(2/17/2021)
IAR
Virginia(2/18/2021)
RR
Washington(4/20/2022)
RR
West Virginia(2/17/2021)
RR
Wisconsin(5/26/2022)
RR
Wyoming(5/23/2022)
Exams
State Security Law Exam
State Security Law 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
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.
