SK
Stephen S. Kreter
TRUIST ADVISORY SERVICES
BETHESDA, MD 20816
Some features on this profile are disabled
CRD#: 2643868
SK
Professional summary
Stephen Scott Kreter, who also goes by Scott Kreter, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Bethesda, Maryland and TRUIST INVESTMENT SERVICES, INC. located in Bethesda, Maryland.
Stephen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Stephen has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Scott Kreter
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.
RENTAL PROPERTY POSITION: Owner NATURE: Rental Home INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2007 ADDRESS: , Bethany Beach DE , United States DESCRIPTION: rent the property from June to August as a weekly rental. We net out about $52k in income annually if fully rented all summer
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Scott Kreter'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®
NoneExperience
Current
September 14, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 5272 River Rd, Bethesda, MD 20816RIA
CRD#: 283390
BETHESDA, MD
Current
May 26, 2000 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 5272 River Rd Ste 101, Bethesda, MD 20816BD
CRD#: 17499
Bethesda, MD
Past
December 2, 2002 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
ROCKVILLE, MD
Past
June 10, 1999 - May 26, 2000
CRESTAR SECURITIES CORPORATION
BD
CRD#: 17464
RICHMOND, VA
Past
March 31, 1997 - June 11, 1999
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
LONG ISLAND CITY, NY
Past
November 7, 1995 - February 27, 1997
ALLFIRST BROKERAGE CORPORATION
BD
CRD#: 17531
BALTIMORE, MD
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
Arizona(11/7/2017)
RR
California(9/14/2001)
RR
Colorado(4/7/2008)
RR
Connecticut(1/29/2016)
RR
Delaware(1/3/2007)
RR
District of Columbia(5/26/2000)
RR
Florida(5/26/2000)
RR
Georgia(10/22/2012)
RR
Illinois(7/17/2015)
RR
Indiana(1/24/2023)
RR
Louisiana(5/19/2022)
IAR
Louisiana(7/27/2022)
RR
Maine(8/25/2009)
RR
Maryland(5/26/2000)
IAR
Maryland(9/14/2016)
RR
Massachusetts(11/3/2020)
RR
Michigan(5/15/2019)
RR
Minnesota(5/30/2025)
RR
New Jersey(6/22/2016)
RR
New York(3/28/2001)
RR
North Carolina(1/4/2007)
RR
Ohio(12/3/2014)
RR
Oregon(8/23/2023)
RR
Pennsylvania(5/26/2000)
RR
Puerto Rico(6/20/2017)
RR
Rhode Island(6/24/2015)
RR
South Carolina(1/3/2007)
RR
Tennessee(4/22/2022)
RR
Texas(11/5/2013)
IAR
Texas(3/14/2017)
RR
Utah(12/19/2024)
RR
Vermont(9/23/2020)
RR
Virginia(5/26/2000)
RR
West Virginia(11/14/2013)
RR
Wisconsin(2/11/2019)
RR
Wyoming(5/11/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
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
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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
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.
