RR
Robert S. Reich
TRUIST ADVISORY SERVICES
MIAMI, FL 33156
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CRD#: 2630646
RR
Professional summary
Robert Scott Reich, CFP®, who also goes by Robert Reich, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Miami, Florida.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Robert has worked at 4 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Reich
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.
POSITION: Landlord NATURE: Own rental properties. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2010 ADDRESS: Miami FL DESCRIPTION: Collect rent each month, pay lawn and pool service, arrange for maintenance work as needed. SQUARE ONE ARMORING SERVICES POSITION: Director NATURE: Square One Armoring Services is a manufacturer of armored vehicles based in Miami, Florida. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 04/03/2017 ADDRESS: Miami FL, United States DESCRIPTION: Steer long term strategic management decisions of the company. TWO J'S PARADISE, LLC POSITION: Manager NATURE: This is an LLC that will own a vacation rental home. Home will be managed full time by a professional management company. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/11/2023 ADDRESS: Key Largo FL, United States DESCRIPTION: Purchasing the home and furnishing it so it can be rented for vacation rentals. A professional management company will handle all of the day-to-day affairs such as listing the property online, cleaning the property, dealing with any needs of renters that may arise, etc.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Scott Reich'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®
Experience
Current
June 14, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 7545 N Kendall Drive, Miami, FL 33156RIA
CRD#: 283390
MIAMI, FL
Past
August 20, 1998 - May 25, 2000
BNY MELLON SECURITIES CORPORATION
BD
CRD#: 231
NEW YORK, NY
Past
November 14, 1995 - September 2, 1998
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
July 13, 1995 - August 18, 1997
DMG SECURITIES, INC.
BD
CRD#: 15480
GREAT FALLS, VA
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.Highlighted states indicate IAR registrations
IAR
Florida(6/14/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck 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)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Miami, FL 33156TRUST BUT VERIFY
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