Dale W. Zamecki
Professional summary
Dale William Zamecki II, who also goes by Dale William II Zamecki, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Ocala, Florida and TRUIST INVESTMENT SERVICES, INC. located in Ocala, Florida.
Dale is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Dale has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dale William Zamecki II's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 9, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 111 Sw 17th St Fl 1, Ocala, FL 34471January 25, 2006 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 111 Sw 17th St, Ocala, FL 34471Office #2: 4800 Nw Blitchton Rd, Ocala, FL 34482February 7, 2006 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
June 10, 2004 - November 1, 2005
WAMU INVESTMENTS, INC.
June 10, 2004 - November 1, 2005
WAMU INVESTMENTS, INC.
September 8, 1998 - May 26, 2004
UBS FINANCIAL SERVICES INC.
August 18, 1998 - May 26, 2004
UBS FINANCIAL SERVICES INC.
September 16, 1996 - December 24, 1997
MORGAN STANLEY DW INC.
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
(3/1/2011)
(1/26/2017)
(10/14/2021)
(1/25/2006)
(9/9/2016)
(5/9/2013)
(3/10/2011)
(11/7/2024)
(9/10/2020)
(3/20/2018)
(3/25/2021)
(3/18/2024)
(3/10/2011)
(12/23/2015)
(4/26/2011)
(3/11/2011)
(4/30/2010)
(9/29/2014)
(8/8/2011)
(5/18/2023)
(10/17/2022)
(12/13/2024)
(8/8/2022)
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
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