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Constantinos N. Koustenis

TRUIST ADVISORY SERVICES
ANNANDALE, VA 22003
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CRD#: 2551941
CK

Professional summary


Constantinos Nickolas Koustenis, who also goes by Constantinos Nick Koustenis, Gus Koustenis, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Annandale, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Springfield, Virginia.

Constantinos is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Constantinos has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Constantinos Nick Koustenis | Gus Koustenis

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 Constantinos Nickolas Koustenis'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

September 20, 2016 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 4401 Backlick Rd, Annandale, VA 22003
RIA
CRD#: 283390
ANNANDALE, VA
Current

October 11, 2010 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 7205 Commerce St, Springfield, VA 22150Office #2: 5820 Kingstowne Ctr, Alexandria, VA 22315Office #3: 9400 Richmond Hwy, Lorton, VA 22079Office #4: 4401 Backlick Rd, Annandale, VA 22003
BD
CRD#: 17499
Springfield, VA
Past

October 14, 2010 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
FORT BELVOIR, VA
Past

July 13, 2005 - September 24, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MCLEAN, VA
Past

July 13, 2005 - September 24, 2010

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MCLEAN, VA
Past

January 13, 2004 - July 6, 2005

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
ALEXANDRIA, VA
Past

June 23, 2003 - July 6, 2005

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

April 21, 1997 - June 24, 2003

FIRST GEORGETOWN SECURITIES, INC.

BD
CRD#: 5871
ALEXANDRIA, VA
Past

December 9, 1994 - December 31, 1996

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, 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
(8/28/2019)
RR
Arizona
(1/12/2022)
RR
Arkansas
(8/21/2025)
RR
California
(8/3/2020)
RR
Colorado
(8/19/2025)
RR
Connecticut
(8/18/2025)
RR
Delaware
(12/12/2019)
RR
District of Columbia
(10/18/2010)
RR
Florida
(3/6/2017)
RR
Georgia
(8/22/2014)
RR
Illinois
(8/21/2025)
RR
Iowa
(8/18/2025)
RR
Kansas
(8/18/2025)
RR
Louisiana
(8/18/2025)
RR
Maine
(7/15/2011)
RR
Maryland
(10/13/2010)
RR
Michigan
(8/20/2025)
RR
Minnesota
(8/19/2025)
RR
Missouri
(12/4/2023)
RR
Nebraska
(8/18/2025)
RR
Nevada
(8/18/2025)
RR
New Hampshire
(8/19/2025)
RR
New Jersey
(8/18/2025)
RR
New York
(10/17/2014)
RR
North Carolina
(1/19/2017)
RR
Ohio
(8/22/2025)
RR
Oklahoma
(9/26/2024)
RR
Oregon
(8/21/2025)
RR
Pennsylvania
(3/20/2018)
RR
Rhode Island
(8/19/2025)
RR
South Carolina
(11/10/2010)
RR
Tennessee
(7/10/2024)
RR
Texas
(11/9/2018)
IAR
Texas
(7/9/2019)
RR
Utah
(8/19/2025)
RR
Vermont
(8/25/2025)
RR
Virginia
(10/14/2010)
IAR
Virginia
(9/20/2016)
RR
Washington
(8/18/2025)
RR
West Virginia
(8/17/2020)
RR
Wisconsin
(11/9/2011)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/9/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 3/25/2004
Futures Managed Funds Examination
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)
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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 AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

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
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#: 283390Annandale, VA 22003

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