Michael Stuart Freeman, CFA, CFP, CHFC, CLU | Financial Professional | Charlotte, North Carolina | TRUIST ADVISORY SERVICES, INC.

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Contact Information

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Disclosures on record.

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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Credentials

CFA

Chartered Financial Analyst

CFP®

Certified Financial PlannerSince 2007

ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Years of Experience

29 years registered in the securities industry

Current & Past Employments

Current

TRUIST ADVISORY SERVICES, INC.Current·CRD# 283390

RIA

6869 Fairview Rd, Charlotte, NC 28210

February 17, 2021 - Present

TRUIST INVESTMENT SERVICES, INC.Current·CRD# 17499

BD

1. 6869 Fairview Rd, Charlotte, NC 282102. 3800 Shamrock Dr, Charlotte, NC 28215

February 17, 2021 - Present

Past

BB&T SECURITIES, LLCPast·CRD# 142785

RIA

Richmond, VA

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLCPast·CRD# 142785

BD

Richmond, VA

January 2, 2018 - February 17, 2021

BB&T INVESTMENT SERVICES, INC.Past·CRD# 33856

RIA

Charlotte, NC

August 21, 2007 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.Past·CRD# 33856

BD

Charlotte, NC

August 21, 2007 - January 2, 2018

AMERIPRISE FINANCIAL SERVICES, LLCPast·CRD# 6363

RIA

Winchester, VA

February 5, 1998 - August 27, 2007

AMERIPRISE FINANCIAL SERVICES, LLCPast·CRD# 6363

BD

Winchester, VA

December 18, 1997 - August 27, 2007

IDS LIFE INSURANCE COMPANYPast·CRD# 6321

BD

Minneapolis, MN

December 18, 1997 - July 3, 2006

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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

Registered Investment Advisory firm - SEC (5/18/2016 Approved)

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

# of Employees

2,461

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (8/30/2026)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (6/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

129,307

AUM (Assets Under Management)

$77,391,727,185

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/09/2026	Cover Page	Report
04/24/2025	Cover Page	Report
03/28/2024	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

TIBERIUS ACQUISITIONS, LLC. POSITION: Manager NATURE: To create an LLC for the business activities of representatives' teenage children. Business activities include: mechanic's services, handyman services, pickup truck and trailer hauling services, auto restoration, classic car acquisition, restoration, and resale, landscaping, painting, metal recycling. The kids will also conduct an Amazon seller business. All activities will flow through the LLC for bookkeeping and insurance purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2021 ADDRESS: Marvin NC, United States DESCRIPTION: Maintain the accounting and administration of the LLC, acquire insurance, provide advice to my teenage children who are conducting their part-time jobs through the LLC for liability purposes.

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(2/17/2021)

RR

Arizona
(2/17/2021)

RR

California
(2/17/2021)

RR

Colorado
(2/17/2021)

RR

Delaware
(2/17/2021)

RR

District of Columbia
(2/17/2021)

RR

Florida
(2/17/2021)

RR

Georgia
(2/17/2021)

RR

Hawaii
(8/4/2021)

RR

Illinois
(2/17/2021)

RR

Indiana
(2/17/2021)

RR

Kentucky
(2/17/2021)

RR

Maryland
(2/17/2021)

RR

Massachusetts
(2/17/2021)

RR

Minnesota
(2/17/2021)

RR

Missouri
(6/8/2021)

RR

Nevada
(2/17/2021)

RR

New Jersey
(2/17/2021)

RR

New York
(2/17/2021)

RR

North Carolina
(2/17/2021)

IAR

North Carolina
(2/17/2021)

RR

Ohio
(2/17/2021)

RR

Oklahoma
(2/20/2024)

RR

Pennsylvania
(2/17/2021)

RR

South Carolina
(2/17/2021)

RR

Tennessee
(2/17/2021)

RR

Texas
(2/17/2021)

IAR

Texas
(8/8/2023)

RR

Virginia
(2/17/2021)

RR

West Virginia
(2/17/2021)

RR

Wisconsin
(3/8/2021)

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.