NM
Nancy M. Mitchel
TRUIST ADVISORY SERVICES
VIRGINIA BEACH, VA 23451
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CRD#: 2813685
NM
Professional summary
Nancy Marie Hansin Mitchel, who also goes by Nancy Marie Hansin, Nancy M Mitchel, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Virginia Beach, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Williamsburg, Virginia.
Nancy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Nancy has worked at 3 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nancy Marie Hansin | Nancy M Mitchel
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.
SALVATION ARMY OF THE VIRGINIA PENINSULA POSITION: Chairwoman NATURE: Salvation Army of the Virginia Peninsula non-profit services to the community. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2022 ADDRESS: Hampton VA, United States DESCRIPTION: Preside over Advisory Board Meetings and attend various Advisory Board committee meetings.
CRS (Client Relationship Summary) - RIA
Click below to view Nancy Marie Hansin Mitchel'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
September 15, 2022 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 948 Laskin Rd Fl 3, Virginia Beach, VA 23451RIA
CRD#: 283390
VIRGINIA BEACH, VA
Current
September 15, 2022 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 4801 Courthouse St Ste 100, Williamsburg, VA 23188Office #2: 948 Laskin Rd Ste 300, Virginia Beach, VA 23451Office #3: 150 W Main St Ste 1400, Norfolk, VA 23510BD
CRD#: 17499
Williamsburg, VA
Past
January 1, 2008 - September 20, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
NORFOLK, VA
Past
January 15, 1997 - September 20, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NORFOLK, VA
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(9/15/2022)
RR
Arizona(3/5/2024)
RR
California(10/6/2022)
RR
Colorado(9/15/2022)
RR
Connecticut(9/15/2022)
RR
Delaware(9/15/2022)
RR
District of Columbia(9/15/2022)
RR
Florida(9/15/2022)
RR
Georgia(9/15/2022)
RR
Hawaii(9/15/2022)
RR
Illinois(9/15/2022)
RR
Indiana(9/15/2022)
RR
Kansas(9/15/2022)
RR
Kentucky(9/15/2022)
RR
Louisiana(1/31/2025)
IAR
Louisiana(3/5/2025)
RR
Maine(9/15/2022)
RR
Maryland(9/15/2022)
RR
Massachusetts(9/15/2022)
RR
Michigan(9/15/2022)
RR
Minnesota(9/15/2022)
RR
Mississippi(9/15/2022)
RR
Missouri(9/15/2022)
RR
Nebraska(9/15/2022)
RR
Nevada(9/15/2022)
RR
New Hampshire(9/15/2022)
RR
New Jersey(9/15/2022)
RR
New Mexico(9/15/2022)
RR
New York(9/15/2022)
RR
North Carolina(9/15/2022)
RR
Ohio(9/15/2022)
RR
Oregon(9/15/2022)
RR
Pennsylvania(9/15/2022)
RR
South Carolina(9/15/2022)
RR
South Dakota(9/15/2022)
RR
Tennessee(9/15/2022)
RR
Texas(9/15/2022)
IAR
Texas(2/2/2023)
RR
Utah(9/15/2022)
RR
Virgin Islands(9/15/2022)
RR
Virginia(9/15/2022)
IAR
Virginia(9/15/2022)
RR
Washington(9/15/2022)
RR
Wisconsin(9/15/2022)
RR
Wyoming(9/15/2022)
Exams
State Security Law Exam
State Security Law Exam
State Security Law 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
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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#: 283390Virginia Beach, VA 23451TRUST BUT VERIFY
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Contact information
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