Samuel R. Hylton

TRUIST ADVISORY SERVICES

GREENVILLE, NC 27858

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CRD#: 2366502

Professional summary

Samuel Reuben Hylton, CFP®, who also goes by Sam Hylton, Samuel R Hylton, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Greenville, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Greenville, North Carolina.

Samuel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Samuel has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Are you a "fiduciary"?

Yes

Aliases

Sam Hylton | Samuel R Hylton

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.

COMMUNITY FOUNDATION OF NC EAST POSITION: Finance Committee member NATURE: I serve as a finance committee member for a non-profit organization, the Community Foundation of NC East, to help oversee the investments held by the foundation. The purpose is to help the organization make sure they are in line with their Investment Policy Statement. The position is neither a board position, nor is there any compensation in this role. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: 625 Lynndale Court, Suite A, Greenville NC 27858

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Reuben Hylton's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

February 17, 2021 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 514 Se Greenville Blvd Fl 2, Greenville, NC 27858

RIA

CRD#: 283390

GREENVILLE, NC

Current

February 17, 2021 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 514 Greenville Blvd Se Fl 2, Greenville, NC 27858

CRD#: 17499

Greenville, NC

Past

January 2, 2013 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

January 2, 2013 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

November 1, 2005 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

RIA

CRD#: 6255

GREENVILLE, NC

Past

November 1, 2005 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

CRD#: 6255

GREENVILLE, NC

Past

March 4, 2004 - October 31, 2005

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

CHARLOTTE, NC

Past

January 27, 2003 - March 4, 2004

BB&T ASSET MANAGEMENT, INC.

RIA

CRD#: 108443

RALEIGH, NC

Past

October 29, 2002 - October 31, 2005

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

CHARLOTTE, NC

Past

March 31, 2000 - October 30, 2002

GUNNALLEN FINANCIAL, INC

CRD#: 17609

TAMPA, FL

Past

April 10, 1996 - April 13, 2000

BIRCHTREE FINANCIAL SERVICES LLC

CRD#: 15014

MINNEAPOLIS, MN

Past

July 13, 1993 - May 3, 1996

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

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".

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.

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

Alabama
(2/17/2021)

California
(2/17/2021)

Colorado
(7/8/2021)

Delaware
(2/17/2021)

District of Columbia
(9/8/2022)

Florida
(2/17/2021)

Georgia
(2/17/2021)

Kentucky
(1/31/2022)

Maryland
(2/17/2021)

Nevada
(7/28/2022)

New Hampshire
(9/22/2021)

New York
(2/17/2021)

North Carolina
(2/17/2021)

IAR

North Carolina
(2/17/2021)

Ohio
(2/17/2021)

Oklahoma
(2/17/2021)

Oregon
(2/17/2021)

Pennsylvania
(2/16/2022)

South Carolina
(2/17/2021)

Tennessee
(2/17/2021)

Texas
(2/17/2021)

Vermont
(4/23/2021)

Virginia
(2/17/2021)

Washington
(2/23/2022)

West Virginia
(3/11/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/7/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/12/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/9/1993

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

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	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Samuel R. Hylton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Reuben Hylton's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

SCOTT & STRINGFELLOW, LLC

SCOTT & STRINGFELLOW, LLC

BB&T INVESTMENT SERVICES, INC.

BB&T ASSET MANAGEMENT, INC.

BB&T INVESTMENT SERVICES, INC.

GUNNALLEN FINANCIAL, INC

BIRCHTREE FINANCIAL SERVICES LLC

ROBERT THOMAS SECURITIES, INC

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/7/1994

Series 63

Date: 8/12/1993

SIE

Date: 10/1/2018

Series 7

Date: 7/9/1993

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

Contact information

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