Linda J. Guella

TRUIST ADVISORY SERVICES

NEW YORK, NY 10001

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CRD#: 2674631

Professional summary

Linda Jean Guella, who also goes by Linda Jean Adams, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in New York, New York.

Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Linda has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Linda Jean Adams

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: co-owner NATURE: Rental property - townhome INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: , Ramsey NJ , United States DESCRIPTION: Assist in the management of a single rental property

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Jean Guella'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

August 2, 2019 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 50 Hudson Yards Fl 69, New York, NY 10001

RIA

CRD#: 283390

NEW YORK, NY

Past

April 7, 2017 - July 18, 2019

CITI PRIVATE ALTERNATIVES, LLC

CRD#: 153777

Greenwich, CT

Past

May 29, 2007 - July 18, 2019

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

GREENWICH, CT

Past

May 29, 2007 - July 18, 2019

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

GREENWICH, CT

Past

March 5, 2004 - May 29, 2007

CITICORP INVESTMENT SERVICES

RIA

CRD#: 23988

GREENWICH, CT

Past

September 24, 2003 - May 29, 2007

CITICORP INVESTMENT SERVICES

CRD#: 23988

GREENWICH, CT

Past

January 13, 2001 - July 24, 2002

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

June 9, 1998 - January 13, 2001

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

November 20, 1995 - January 31, 1996

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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".

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

New York
(7/29/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/2/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/20/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 3/31/2017

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/17/1995

General Securities Representative Examination

Current Firm

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

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	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Linda J. Guella

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Jean Guella's CRS (Customer Relationship Summary).

Certified licenses

Experience

CITI PRIVATE ALTERNATIVES, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CITICORP INVESTMENT SERVICES

CITICORP INVESTMENT SERVICES

DEUTSCHE BANK SECURITIES INC.

DB ALEX. BROWN LLC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/2/2004

Series 63

Date: 10/20/2003

SIE

Date: 10/1/2018

Series 31

Date: 3/31/2017

Series 7

Date: 11/17/1995

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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