Robert M. Childs
Professional summary
Robert Michael Childs, who also goes by Michael Childs, Robert Micheal Childs, Robert M Childs, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Atlanta, Georgia.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Robert has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4, Series 10, Series 9 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Michael Childs's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 17, 2020 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326December 11, 2019 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326July 20, 2016 - February 17, 2021
BB&T SECURITIES, LLC
July 6, 2016 - February 17, 2021
BB&T SECURITIES, LLC
June 1, 2009 - May 23, 2016
MORGAN STANLEY
June 1, 2009 - May 23, 2016
MORGAN STANLEY
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
March 16, 2007 - April 2, 2007
MORGAN STANLEY DW INC.
March 15, 2007 - April 2, 2007
MORGAN STANLEY DW INC.
December 18, 2000 - March 21, 2007
RAYMOND JAMES & ASSOCIATES, INC.
December 18, 2000 - March 21, 2007
RAYMOND JAMES & ASSOCIATES, INC.
June 11, 1997 - January 4, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
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Visual representation of state registrations
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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.
