Kirk L. Gravelle
Professional summary
Kirk Loring Gravelle, CFP®, CIMA®, who also goes by Kirk L Gravelle, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Ponte Vedra Beach, Florida and TRUIST INVESTMENT SERVICES, INC. located in Ponte Vedra Beach, Florida.
Kirk is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Kirk has worked at 8 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7 and Series 31 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kirk Loring Gravelle's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2004
Experience
October 19, 2022 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 814 N A1a Highway Ste 200, Ponte Vedra Beach, FL 32082October 14, 2022 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 814 N A1a Highway Ste 200, Ponte Vedra Beach, FL 32082June 1, 2009 - October 17, 2022
MORGAN STANLEY
June 1, 2009 - October 17, 2022
MORGAN STANLEY
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
February 21, 2001 - April 2, 2007
MORGAN STANLEY DW INC.
February 20, 2001 - April 2, 2007
MORGAN STANLEY DW INC.
April 1, 1998 - March 13, 2001
BANC OF AMERICA INVESTMENT SERVICES, INC.
March 14, 1997 - April 1, 1998
BARNETT INVESTMENTS, INC.
May 3, 1995 - March 6, 1997
AMERIPRISE ADVISOR SERVICES, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/18/2022)
(10/14/2022)
(10/14/2022)
(10/14/2022)
(10/14/2022)
(10/19/2022)
(10/14/2022)
(10/27/2022)
(10/14/2022)
(9/20/2024)
(10/14/2022)
(9/13/2023)
(3/12/2025)
(4/18/2025)
(10/14/2022)
(10/14/2022)
(9/3/2024)
(6/26/2024)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
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.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Ponte Vedra Beach, FL 32082TRUST BUT VERIFY
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