AP
Arturo Perret-gentil
TRUIST ADVISORY SERVICES
WESTON, FL 33326
Some features on this profile are disabled
CRD#: 2762959
AP
Professional summary
Arturo Perret-gentil, who also goes by Arturo Perretgentil, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Weston, Florida and TRUIST INVESTMENT SERVICES, INC. located in Weston, Florida.
Arturo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Arturo has worked at 5 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Arturo Perretgentil
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.
*510060 - SLS Hotel & Reicence Brickell-Rental Property; Investment related:Yes; Miami, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2013; During business hours: 0; After business hours: 1; Administrative *191269- Paramount Ft Lauderdale ; Investment related-Yes; Fort Lauderdale , Florida; Rental Property; Sole Propietor /Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2016; During business hours: 1; After business hours: 0 *375389- Paraiso PS LLC; Investment related-Yes; Miami, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2018; During business hours: 1; After business hours: 0; Owner *392152 - Gran Paraiso PS 4507 LLC; Investment related: Yes; Miami, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2019; During business hours: 1; After business hours: 0; Owner *191267 : SLS Brickell ; Investment related : Yes ; Miami ; Florida ; Real Estate ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2016 ; During business hours : 1 ; After business hours : 0 ; Owner *170987 : 500 Brickell West ; Investment related : Yes ; Miami ; Florida ; Real Estate ; Sole Proprietor/(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2010 ; During business hours : 0 ; After business hours : 1 ; property owner
CRS (Client Relationship Summary) - RIA
Click below to view Arturo Perret-gentil'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
March 23, 2023 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1200 Weston Rd Fl 2, Weston, FL 33326RIA
CRD#: 283390
WESTON, FL
Current
March 21, 2023 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1200 Weston Rd Fl 1 & 2, Weston, FL 33326BD
CRD#: 17499
Weston, FL
Past
June 10, 2011 - March 28, 2023
MORGAN STANLEY
RIA
CRD#: 149777
Boca Raton, FL
Past
June 10, 2011 - March 28, 2023
MORGAN STANLEY
BD
CRD#: 149777
Boca Raton, FL
Past
January 1, 2010 - June 20, 2011
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
CORAL GABLES, FL
Past
January 1, 2010 - June 20, 2011
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
CORAL GABLES, FL
Past
June 3, 2002 - January 1, 2010
UBS INTERNATIONAL INC.
RIA
CRD#: 107726
CORAL GABLES, FL
Past
June 3, 2002 - January 1, 2010
UBS INTERNATIONAL INC.
BD
CRD#: 107726
CORAL GABLES, FL
Past
October 1, 1996 - June 1, 2002
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
CORAL GABLES, FL
Past
September 24, 1996 - June 3, 2002
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, 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
Alaska(3/21/2023)
RR
Arizona(3/21/2023)
RR
California(3/21/2023)
RR
Colorado(3/21/2023)
RR
Delaware(3/21/2023)
RR
District of Columbia(3/21/2023)
RR
Florida(3/21/2023)
IAR
Florida(3/23/2023)
RR
Georgia(3/21/2023)
RR
Illinois(3/21/2023)
RR
Kentucky(3/21/2023)
RR
Louisiana(3/21/2023)
RR
Maryland(3/21/2023)
RR
Massachusetts(3/21/2023)
RR
Michigan(3/21/2023)
RR
Nevada(3/21/2023)
RR
New Jersey(3/21/2023)
RR
New York(3/21/2023)
RR
North Carolina(3/21/2023)
RR
Ohio(3/21/2023)
RR
Pennsylvania(3/21/2023)
RR
Puerto Rico(3/21/2023)
RR
South Dakota(3/21/2023)
RR
Texas(3/21/2023)
IAR
Texas(3/1/2024)
RR
Virginia(3/21/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 3/21/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Weston, FL 33326TRUST BUT VERIFY
Monitor Arturo Perret-gentil
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
xxxxx@xxxx.xxx
