SP
Stacey D. Payne
TRUIST ADVISORY SERVICES
GREENVILLE, SC 29601
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CRD#: 3031919
SP
Professional summary
Stacey De Payne is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Greenville, South Carolina and TRUIST INVESTMENT SERVICES, INC. located in Greenville, South Carolina.
Stacey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Stacey has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 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.
Name of Business: J&S Allen Properties, LLC Address: Greer, SC Position: Organizer/Member Nature: I bought a commercial building to rent to my husband. He will only pay the mortgage payment amount and I will not profit from any payment on the property. I have also bought a small house that I would like to rent out and hopefully it will be for profit. Start Date: 06/20/2021 Investment Related: No Number of Hours: 0 Securities Trading Hours: 0 Description: landlord/rent collector I have no other responsibilities. My husband will keep up the property which includes any repairs etc... Name of Business: Allen flooring, LLC Address: Greer, SC Position: Organizer/Agent Nature: This business is a flooring store but it isn't open to the public. It's my husband's business that is in my name solely because of family dynamics. He works with local builders and restoration companies to put flooring in new construction and individually owned homes. I do not actively participate in any activities in the business nor do I receive any compensation. Start Date: 04/01/2021 Investment Related: No Number of Hours: 0 Securities Trading Hours: 0 Description: I have no duties with this business nor do I receive any compensation.
CRS (Client Relationship Summary) - RIA
Click below to view Stacey De Payne'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
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 2 W Washington St Ste 800, Greenville, SC 29601RIA
CRD#: 283390
GREENVILLE, SC
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1 N Main St, Greenville, SC 29601Office #2: 1954 Cedar Lane Rd, Greenville, SC 29617Office #3: 1715 Augusta Road, Greenville, SC 29605Office #4: 6016 Calhoun Memorial Hwy, Easley, SC 29640Office #5: 701 Haywood Rd, Greenville, SC 29607BD
CRD#: 17499
Greenville, SC
Past
August 19, 2020 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
July 6, 1998 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
MAULDIN, SC
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
California(2/17/2021)
RR
Florida(2/17/2021)
RR
Georgia(2/17/2021)
RR
Illinois(2/17/2021)
RR
Louisiana(2/17/2021)
RR
New York(2/17/2021)
RR
North Carolina(2/17/2021)
RR
Ohio(12/16/2022)
RR
South Carolina(2/17/2021)
IAR
South Carolina(2/17/2021)
RR
Tennessee(2/17/2021)
RR
Texas(11/10/2025)
RR
Virginia(2/17/2021)
Exams
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
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
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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#: 283390Greenville, SC 29601TRUST BUT VERIFY
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