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PS

Paul M. Scaglione

TRUIST ADVISORY SERVICES
CANTON, GA 30115
Some features on this profile are disabled
CRD#: 2529155
PS

Professional summary

Paul Michael Scaglione is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Canton, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Marietta, Georgia.

Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Paul has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Michael Scaglione'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®
None

Experience

Current

June 6, 2024 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 3279 E Cherokee Dr, Canton, GA 30115
RIA
CRD#: 283390
CANTON, GA
Current

May 29, 2024 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 2880 Shallowford Rd, Marietta, GA 30066Office #2: 1840 Sandy Plains Rd, Marietta, GA 30066Office #3: 3279 E Cherokee Dr, Canton, GA 30115Office #4: 1120 Woodstock Rd, Roswell, GA 30075
BD
CRD#: 17499
Marietta, GA
Past

March 23, 2016 - June 6, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CANTON, GA
Past

March 22, 2016 - June 6, 2024

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CANTON, GA
Past

August 20, 2008 - March 23, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
MARIETTA, GA
Past

August 12, 2008 - March 23, 2016

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
MARIETTA, GA
Past

January 11, 2006 - August 4, 2008

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ALPHARETTA, GA
Past

January 10, 2006 - August 4, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ALPHARETTA, GA
Past

July 3, 2002 - January 9, 2006

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ALPHARETTA, GA
Past

June 15, 2002 - January 9, 2006

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ALPHARETTA, GA
Past

March 14, 2001 - June 15, 2002

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

August 25, 1999 - January 30, 2001

SYNOVUS SECURITIES, INC.

BD
CRD#: 14023
COLUMBUS, GA
Past

October 28, 1998 - August 23, 1999

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

October 7, 1998 - August 18, 1999

SOUTHTRUST SECURITIES, LLC

BD
CRD#: 17922
BIRMINGHAM, AL
Past

March 12, 1998 - October 7, 1998

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

January 1, 1998 - March 20, 1998

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

October 11, 1994 - January 1, 1998

NATIONSSECURITIES

BD
CRD#: 32542
Past

September 1, 1994 - September 22, 1994

ROBERT THOMAS SECURITIES, INC

BD
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".
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
(6/7/2024)
RR
Arizona
(6/7/2024)
RR
Arkansas
(5/30/2024)
RR
California
(5/29/2024)
RR
Colorado
(6/7/2024)
RR
Florida
(5/30/2024)
RR
Georgia
(5/29/2024)
IAR
Georgia
(6/6/2024)
RR
Illinois
(6/25/2024)
RR
Kentucky
(6/11/2024)
RR
Louisiana
(6/14/2024)
RR
Michigan
(6/7/2024)
RR
Minnesota
(5/29/2024)
RR
Nevada
(6/6/2024)
RR
New York
(5/29/2024)
RR
North Carolina
(6/24/2024)
RR
Ohio
(5/29/2024)
RR
Pennsylvania
(5/30/2024)
RR
South Carolina
(6/7/2024)
RR
Tennessee
(5/29/2024)
RR
Texas
(5/30/2024)
RR
Utah
(5/29/2024)
RR
Virginia
(6/10/2024)
RR
Wisconsin
(5/29/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/23/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/2/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/31/1994
General Securities Representative Examination
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)
PREMIUM
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (12/1/2025)
TAS AMC WRAP MANAGED PROGRAMS BROCHURE (12/1/2025)

Regulatory assets under management

Total Number of Accounts124,363
AUM (Assets Under Management)$ 67,736,740,585

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

TRUIST ADVISORY SERVICES, INC.

CRD#: 283390Canton, GA 30115

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