Anthony Vignali

TRUIST ADVISORY SERVICES

SAINT AUGUSTINE, FL 32084

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CRD#: 2867943

Professional summary

Anthony Vignali is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Saint Augustine, Florida and TRUIST INVESTMENT SERVICES, INC. located in Winter Haven, Florida.

Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Anthony has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 55 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Vignali'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®

None

Experience

Current

April 16, 2023 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 1850 Us Highway 1 S, Saint Augustine, FL 32084

RIA

CRD#: 283390

SAINT AUGUSTINE, FL

Current

April 6, 2023 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 1850 Us Highway 1 S, Winter Haven, FL 32084

CRD#: 17499

Winter Haven, FL

Past

October 21, 2016 - April 12, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

JACKSONVILLE BEACH, FL

Past

October 23, 2015 - April 12, 2023

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

JACKSONVILLE BEACH, FL

Past

March 27, 2013 - May 8, 2014

HSBC SECURITIES (USA) INC.

CRD#: 19585

PARSIPPANY, NJ

Past

March 26, 2010 - June 15, 2011

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

CRANFORD, NJ

Past

December 3, 2001 - April 22, 2002

EVOLUTION FINANCIAL TECHNOLOGIES, LLC

CRD#: 104249

ISELIN, NJ

Past

October 24, 2000 - January 2, 2002

LIBERTY DISCOUNT BROKER, INC.

CRD#: 103954

EDISON, NJ

Past

September 22, 1998 - May 17, 2001

U.S. SECURITIES & FUTURES CORP.

CRD#: 36045

NEW YORK, NY

Past

January 8, 1998 - July 9, 1998

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

May 29, 1997 - August 4, 1997

EARNHARDT CO., INC.

CRD#: 36209

WESTFIELD, 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".

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

Florida
(4/6/2023)

IAR

Florida
(4/16/2023)

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 66

Date: 10/19/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/18/1997

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: 8/9/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/25/2010

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 55

Date: 10/16/2000

Limited Representative-Equity Trader Exam

Principal/Supervisory Exam

Series 24

Date: 2/23/2000

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.

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Advisor Monitoring

Firm Stability Insights

Anthony Vignali

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Vignali's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

HSBC SECURITIES (USA) INC.

MSI FINANCIAL SERVICES, INC.

EVOLUTION FINANCIAL TECHNOLOGIES, LLC

LIBERTY DISCOUNT BROKER, INC.

U.S. SECURITIES & FUTURES CORP.

MORGAN STANLEY DW INC.

EARNHARDT CO., INC.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/19/2016

Series 63

Date: 4/18/1997

SIE

Date: 10/1/2018

Series 7

Date: 8/9/2016

Series 6

Date: 3/25/2010

Series 55

Date: 10/16/2000

Series 24

Date: 2/23/2000

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

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