Daniel R. Botyos
Professional summary
Daniel Robert Botyos, who also goes by Dan Botyos, Danny Botyos, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Orlando, Florida and TRUIST INVESTMENT SERVICES, INC. located in Orlando, Florida.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Daniel has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 52, Series 9, Series 10, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Robert Botyos's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 16, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 8851 Conroy Windermere Rd Fl 2, Orlando, FL 32835June 13, 2014 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 8851 Conroy-windermere Rd, Orlando, FL 32835June 16, 2014 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
April 16, 2010 - June 17, 2014
WELLS FARGO CLEARING SERVICES, LLC
April 1, 2010 - June 17, 2014
WELLS FARGO CLEARING SERVICES, LLC
October 23, 2009 - April 5, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 23, 2009 - April 5, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 14, 2005 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
November 11, 2005 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
March 17, 2004 - November 15, 2005
AMERIPRISE ADVISOR SERVICES, INC.
July 19, 1995 - November 15, 2005
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
(7/14/2025)
(7/1/2014)
(5/9/2024)
(6/16/2014)
(9/6/2017)
(10/2/2015)
(6/16/2014)
(9/16/2016)
(6/16/2014)
(6/20/2014)
(4/13/2020)
(12/13/2022)
(6/12/2024)
(6/25/2014)
(4/16/2015)
(11/5/2024)
(6/24/2014)
(7/2/2021)
(6/17/2014)
(4/6/2015)
(6/20/2014)
(9/8/2017)
(11/5/2024)
(6/23/2014)
(6/23/2014)
(6/18/2014)
(6/30/2014)
(3/13/2017)
(3/12/2018)
(10/25/2019)
(11/5/2024)
(11/5/2024)
Exams
Series 8
Date: 4/13/1998
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
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.
