JR
Joseph W. Rebello
TRUIST ADVISORY SERVICES
CHARLOTTE, NC
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CRD#: 2402260
JR
Professional summary
Joseph William Rebello is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Charlotte, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Richmond, Virginia.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Joseph has worked at 8 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 10, Series 9, Series 53 and Series 24 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.
REBELLO HOME BUILDING & REMODELING POSITION: PRESIDENT NATURE: OWNER/SOLE PROPRIETOR INVESTMENT RELATED: NO NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 0 START DATE: 01/11/2012 ADDRESS: CHARLOTTE NC, United States DESCRIPTION: HOME BUILDING AND HOME REMODELING SERVING CHARLOTTE, NCAND SURROUNDING AREAS. OASIS HOLDINGS, LLC POSITION: Owner NATURE: I set this up this LLC to use to hold real estate investments in instead of my personal name. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/07/2020 ADDRESS: Charlotte NC, United States DESCRIPTION: Working on a house to including the demo, installing cabinets, flooring, new bathrooms, landscaping, etc ...
CRS (Client Relationship Summary) - RIA
Click below to view Joseph William Rebello'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 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
CHARLOTTE, NC
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1001 Semmes Ave Fl 1 3, 4 & 6, Richmond, VA, 23224BD
CRD#: 17499
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
July 23, 2012 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
CHARLOTTE, NC
Past
November 21, 2000 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
CHARLOTTE, NC
Past
October 2, 2000 - December 7, 2000
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
November 10, 1995 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Past
October 6, 1994 - August 14, 1995
JOSEPHTHAL & CO., INC.
BD
CRD#: 3227
NEW YORK, NY
Past
October 25, 1993 - October 13, 1994
L.C. WEGARD & CO., INC.
BD
CRD#: 3722
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(2/17/2021)
RR
Alaska(2/17/2021)
RR
Arizona(2/17/2021)
RR
Arkansas(2/17/2021)
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
Illinois(2/17/2021)
RR
Indiana(2/17/2021)
RR
Iowa(2/17/2021)
RR
Kentucky(2/17/2021)
RR
Louisiana(2/17/2021)
RR
Maine(2/17/2021)
RR
Maryland(2/17/2021)
RR
Massachusetts(2/17/2021)
RR
Michigan(2/17/2021)
RR
Minnesota(2/17/2021)
RR
Mississippi(2/17/2021)
RR
Missouri(2/17/2021)
RR
Montana(2/17/2021)
RR
Nevada(2/17/2021)
RR
New Hampshire(2/17/2021)
RR
New Jersey(2/17/2021)
RR
New Mexico(2/17/2021)
RR
New York(2/17/2021)
RR
North Carolina(2/17/2021)
IAR
North Carolina(2/17/2021)
RR
Ohio(2/17/2021)
RR
Oregon(2/17/2021)
RR
Pennsylvania(2/17/2021)
RR
Rhode Island(2/17/2021)
RR
South Carolina(2/17/2021)
RR
Tennessee(2/17/2021)
RR
Texas(2/17/2021)
RR
Utah(2/17/2021)
RR
Vermont(2/17/2021)
RR
Virginia(2/17/2021)
RR
West Virginia(2/17/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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.
