LD
Lateefah W. Donadelle
TRUIST ADVISORY SERVICES
ACWORTH, GA 30101
Some features on this profile are disabled
CRD#: 2711138
LD
Professional summary
Lateefah Waliedah Donadelle, who also goes by Lateefah W Donadell, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Acworth, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Acworth, Georgia.
Lateefah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Lateefah has worked at 7 firms and has passed the Series 66, Series 63, Series 57TO, SIE, Series 55, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lateefah W Donadell
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Lateefah Waliedah Donadelle'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
August 17, 2023 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 3340 Cobb Pkwy Nw, Acworth, GA 30101RIA
CRD#: 283390
ACWORTH, GA
Current
August 15, 2023 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 3340 Cobb Pkwy Nw, Acworth, GA 30101BD
CRD#: 17499
Acworth, GA
Past
June 1, 2009 - July 24, 2023
MORGAN STANLEY
RIA
CRD#: 149777
Atlanta, GA
Past
June 1, 2009 - July 24, 2023
MORGAN STANLEY
BD
CRD#: 149777
Atlanta, GA
Past
December 5, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
ATLANTA, GA
Past
February 23, 2004 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
ATLANTA, GA
Past
March 14, 1997 - December 31, 2002
HAPOALIM SECURITIES USA, INC.
BD
CRD#: 266
NEW YORK, NY
Past
September 30, 1996 - January 23, 1997
MEYERS POLLOCK ROBBINS, INC.
BD
CRD#: 13436
NEW YORK, NY
Past
March 27, 1996 - September 11, 1996
A.S. GOLDMEN & CO., INC.
BD
CRD#: 23180
RED BANK, NJ
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
Alabama(8/17/2023)
RR
Alaska(8/15/2023)
RR
Arizona(8/15/2023)
RR
Arkansas(8/15/2023)
RR
California(8/15/2023)
RR
Colorado(8/15/2023)
RR
Connecticut(8/15/2023)
RR
Delaware(8/17/2023)
RR
District of Columbia(8/15/2023)
RR
Florida(8/15/2023)
RR
Georgia(8/15/2023)
IAR
Georgia(8/17/2023)
RR
Hawaii(8/22/2023)
RR
Idaho(8/15/2023)
RR
Illinois(8/15/2023)
RR
Indiana(8/17/2023)
RR
Iowa(8/15/2023)
RR
Kansas(8/15/2023)
RR
Kentucky(8/15/2023)
RR
Louisiana(8/15/2023)
RR
Maine(8/15/2023)
RR
Maryland(8/15/2023)
RR
Massachusetts(8/15/2023)
RR
Michigan(8/15/2023)
RR
Minnesota(8/15/2023)
RR
Mississippi(8/15/2023)
RR
Missouri(8/15/2023)
RR
Montana(8/15/2023)
RR
Nebraska(8/15/2023)
RR
Nevada(8/15/2023)
RR
New Hampshire(8/15/2023)
RR
New Jersey(8/15/2023)
RR
New Mexico(8/15/2023)
RR
New York(8/15/2023)
RR
North Carolina(8/15/2023)
RR
North Dakota(8/15/2023)
RR
Ohio(8/15/2023)
RR
Oklahoma(8/16/2023)
RR
Oregon(8/15/2023)
RR
Pennsylvania(8/15/2023)
RR
Puerto Rico(8/15/2023)
RR
Rhode Island(8/15/2023)
RR
South Carolina(8/15/2023)
RR
South Dakota(8/15/2023)
RR
Tennessee(8/15/2023)
RR
Texas(8/15/2023)
RR
Utah(8/15/2023)
RR
Vermont(8/15/2023)
RR
Virgin Islands(8/15/2023)
RR
Virginia(8/15/2023)
RR
Washington(8/15/2023)
RR
West Virginia(8/15/2023)
RR
Wisconsin(8/15/2023)
RR
Wyoming(8/15/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 6/14/2000
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Principal/Supervisory 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
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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#: 283390Acworth, GA 30101TRUST BUT VERIFY
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Contact information
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