Blake H. Manley
Professional summary
Blake Harper Manley, who also goes by Diane B Harper, Diane Blake Harper, Diane Blake Harper Manley, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Raleigh, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Raleigh, North Carolina.
Blake is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Blake has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Blake Harper Manley's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 2, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 3605 Glenwood Ave, Raleigh, NC 27612February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 3605 Glenwood Ave Ste 400, Raleigh, NC 27612July 23, 2013 - March 2, 2021
BB&T SECURITIES, LLC
January 2, 2013 - February 17, 2021
BB&T SECURITIES, LLC
November 3, 2003 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
October 1, 1999 - November 4, 2003
WELLS FARGO CLEARING SERVICES, LLC
March 6, 1997 - October 1, 1999
FIRST UNION CAPITAL MARKETS CORP.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/17/2021)
(2/24/2023)
(2/17/2021)
(2/17/2021)
(3/8/2023)
(6/23/2023)
(2/17/2021)
(6/23/2023)
(2/17/2021)
(2/17/2021)
(7/27/2021)
(7/27/2021)
(2/17/2021)
(2/18/2022)
(6/23/2023)
(2/17/2021)
(7/20/2021)
(2/17/2021)
(7/28/2021)
(6/23/2023)
(2/17/2021)
(6/23/2023)
(6/23/2023)
(7/27/2021)
(12/6/2021)
(6/23/2023)
(9/13/2024)
(2/17/2021)
(2/17/2021)
(3/2/2021)
(9/2/2021)
(1/2/2024)
(6/23/2023)
(6/23/2023)
(6/23/2023)
(2/17/2021)
(7/20/2021)
(2/17/2021)
(2/17/2021)
(12/1/2023)
(2/17/2021)
(7/20/2021)
(2/17/2021)
(7/29/2021)
(7/29/2021)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
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#: 283390Raleigh, NC 27612TRUST BUT VERIFY
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