Robert T. Boyce
Professional summary
Robert Titus Boyce III, who also goes by Rob Boyce, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Manassas, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Manassas, Virginia.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Robert has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Titus Boyce III's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 21, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 8650 Centreville Rd, Manassas, VA 20110May 26, 2000 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 8650 Centreville Rd, Manassas, VA 20110June 3, 2002 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
April 21, 1999 - May 26, 2000
CRESTAR SECURITIES CORPORATION
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/25/2019)
(2/28/2011)
(9/10/2024)
(11/26/2012)
(6/23/2000)
(10/14/2019)
(5/26/2000)
(6/27/2000)
(1/22/2010)
(12/16/2021)
(3/19/2009)
(5/26/2000)
(11/16/2012)
(6/29/2018)
(8/21/2023)
(2/26/2009)
(2/15/2018)
(8/15/2000)
(6/29/2000)
(5/16/2008)
(2/26/2015)
(4/22/2022)
(9/23/2019)
(5/9/2022)
(2/3/2023)
(2/6/2023)
(5/26/2000)
(9/21/2016)
(6/23/2000)
(10/22/2019)
(2/6/2017)
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
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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Manassas, VA 20110TRUST BUT VERIFY
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