Gregory P. Russo

TRUIST ADVISORY SERVICES

ALLENTOWN, PA 18109

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CRD#: 2726622

Professional summary

Gregory Patrick Russo, ChFC®, who also goes by Greg Russo, Gregory P Russo, Gregory Russo, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Allentown, Pennsylvania and TRUIST INVESTMENT SERVICES, INC. located in Allentown, Pennsylvania.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Gregory has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 26, Series 4, Series 9, Series 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Russo | Gregory P Russo | Gregory Russo

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.

2 UNIT APARTMENT BUILDING POSITION: Owner NATURE: Manage my rental property largely through my rental real estate agent. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/1987 ADDRESS: , Philadelphia PA , United States DESCRIPTION: Manage my rental property largely through my rental real estate agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Patrick Russo'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®

ChFC^®

Chartered Financial Consultant

Experience

Current

February 17, 2021 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 1345 Airport Rd, Allentown, PA 18109

RIA

CRD#: 283390

ALLENTOWN, PA

Current

February 17, 2021 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 1345 Airport Rd, Allentown, PA 18109

CRD#: 17499

Allentown, PA

Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

July 13, 2016 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

BETHLEHEM, PA

Past

July 13, 2016 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

BETHLEHEM, PA

Past

January 21, 2014 - July 12, 2016

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

BETHLEHEM, PA

Past

October 19, 2007 - January 21, 2014

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

BETHLEHEM, PA

Past

October 16, 2007 - July 12, 2016

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

BETHLEHEM, PA

Past

March 14, 2005 - October 17, 2007

KNBT SECURITIES, INC.

CRD#: 115372

BETHLEHEM, PA

Past

December 19, 2003 - March 15, 2005

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

BETHLEHEM, PA

Past

December 19, 2003 - March 15, 2005

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

September 4, 2002 - December 4, 2003

QUICK & REILLY, INC.

RIA

CRD#: 11217

BETHLEHEM, PA

Past

April 25, 2001 - December 4, 2003

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

October 21, 1998 - April 25, 2001

SUMMIT FINANCIAL SERVICES GROUP, INC.

CRD#: 7246

BETHLEHEM, PA

Past

January 29, 1998 - July 14, 1998

SUMMIT FINANCIAL SERVICES GROUP, INC.

CRD#: 7246

BETHLEHEM, PA

Past

March 7, 1997 - October 21, 1998

FISERV INVESTOR SERVICES, INC.

CRD#: 34637

HOUSTON, TX

Past

March 22, 1996 - April 11, 1997

MONY SECURITIES CORPORATION

CRD#: 4386

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.

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

Arizona
(7/12/2022)

California
(2/17/2021)

Colorado
(10/6/2022)

Connecticut
(2/17/2021)

Florida
(2/17/2021)

Georgia
(2/17/2021)

Illinois
(2/17/2021)

Maryland
(2/17/2021)

Massachusetts
(6/25/2024)

Minnesota
(2/17/2021)

New Jersey
(2/17/2021)

New York
(2/17/2021)

North Carolina
(2/17/2021)

Pennsylvania
(2/17/2021)

IAR

Pennsylvania
(2/17/2021)

South Carolina
(2/17/2021)

Tennessee
(2/17/2021)

Texas
(6/18/2021)

IAR

Texas
(9/9/2021)

Vermont
(2/17/2021)

Virginia
(2/17/2021)

West Virginia
(6/13/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/30/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/20/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/28/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/20/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 1/2/2023

Investment Company Products/Variable Contracts Principal Examination

Principal/Supervisory Exam

Series 4

Date: 4/23/2001

Registered Options Principal Examination

Principal/Supervisory Exam

Series 9

Date: 4/17/2001

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 4/11/2001

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 24

Date: 9/15/1998

General Securities Principal Examination

SRO Registrations

FINRA

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Gregory P. Russo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Patrick Russo's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

KNBT SECURITIES, INC.

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

QUICK & REILLY, INC.

QUICK & REILLY, INC.

SUMMIT FINANCIAL SERVICES GROUP, INC.

SUMMIT FINANCIAL SERVICES GROUP, INC.

FISERV INVESTOR SERVICES, INC.

MONY SECURITIES CORPORATION

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/30/2001

Series 63

Date: 3/20/1996

SIE

Date: 10/1/2018

Series 7

Date: 8/28/1997

Series 6

Date: 3/20/1996

Series 26

Date: 1/2/2023

Series 4

Date: 4/23/2001

Series 9

Date: 4/17/2001

Series 10

Date: 4/11/2001

Series 24

Date: 9/15/1998

FINRA

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

Contact information

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