MG
Michael A. Green
TRUIST ADVISORY SERVICES
MCDONOUGH, GA 30253
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CRD#: 3139986
MG
Professional summary
Michael A Green is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Mcdonough, Georgia and TRUIST INVESTMENT SERVICES, INC. located in College Park, Georgia.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Michael has worked at 7 firms and has passed the Series 66, 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.
PLANTERRA RIDGE GOLF CLUB POSITION: Attendant Outside Services NATURE: Private Golf Club - Hospitality Services INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2023 ADDRESS: Peachtree City GA, United States DESCRIPTION: Greet customers as they arrive. Marshall golf rounds. Stage golf cart Area. HAIRROX PRO POSITION: Partner NATURE: Hairrox Prois a premier hair care distribution company specializing in professional-grade products designed specifically for the unique needs of textured and multicultural hair. INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: Atlanta GA, United States DESCRIPTION: As a partner in Hairrox Pro, my duties will include: Strategic planning, Business Development, Supplier Relations, Sales and Marketing Oversight, Financial Management, Team Leadership, Quality Assurance, & Customer Relationship Management.
CRS (Client Relationship Summary) - RIA
Click below to view Michael A Green'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
August 30, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1860 Jonesboro Rd, Mcdonough, GA 30253RIA
CRD#: 283390
MCDONOUGH, GA
Current
February 6, 2013 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 3857 Main St, College Park, GA 30337Office #2: 141 Forest Pkwy, Forest Park, GA 30297Office #3: 1860 Mount Zion Rd, Morrow, GA 30260Office #4: 6375 Highway 85, Riverdale, GA 30274Office #5: 2727 Candler Rd, Decatur, GA 30034Office #6: 5641 Fairburn Rd, Douglasville, GA 30134Office #7: 514 Flat Shoals Ave Se, Atlanta, GA 30316Office #8: 201 W Taylor St, Griffin, GA 30223Office #9: 1860 Jonesboro Rd, Mcdonough, GA 30253Office #10: 942 Highway 81 E, Mcdonough, GA 30252Office #11: 4986 N Henry Blvd, Stockbridge, GA 30281Office #12: 991 Eagles Landing Pkwy, Stockbridge, GA 30281BD
CRD#: 17499
COLLEGE PARK, GA
Past
February 6, 2013 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
EAST POINT, GA
Past
July 22, 2008 - February 8, 2013
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
HAPEVILLE, GA
Past
June 24, 2008 - February 8, 2013
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
HAPEVILLE, GA
Past
February 15, 2005 - April 21, 2008
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
PEACHTREE CITY, GA
Past
October 8, 2003 - December 31, 2004
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
CHICAGO, IL
Past
October 9, 2001 - March 18, 2003
COREBRIDGE CAPITAL SERVICES, INC.
BD
CRD#: 13158
JERSEY CITY, NJ
Past
May 11, 2000 - July 24, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
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(3/25/2019)
RR
Florida(3/16/2023)
RR
Georgia(2/6/2013)
IAR
Georgia(8/30/2016)
RR
Illinois(5/30/2018)
RR
Louisiana(5/3/2021)
RR
Maryland(11/12/2020)
RR
New Jersey(11/13/2020)
RR
New York(4/4/2019)
RR
Pennsylvania(11/12/2020)
RR
South Carolina(4/29/2015)
RR
Texas(1/12/2024)
Exams
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
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.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Mcdonough, GA 30253TRUST BUT VERIFY
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