Brady M. Blackburn

TRUIST ADVISORY SERVICES

ASHEVILLE, NC 28801

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CRD#: 3199099

Professional summary

Brady Monetus Blackburn JR, CFP®, who also goes by Brad Blackburn, Brady M Blackburn, Brady Monetus Blackburn, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Asheville, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Asheville, North Carolina.

Brady is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Brady has worked at 9 firms and has passed the Series 66, Series 63, Series 62, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Blackburn | Brady M Blackburn | Brady Monetus Blackburn

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.

UNITED WAY CAMPAIGN VOLUNTEER POSITION: VOLUNTEER NATURE: FUND RAISING CAMPAIGN TEAM VOLUNTEER INVESTMENT RELATED: NO NUMBER OF HOURS: 4 INVESTMENT RELATED HOURS: 4 START DATE: 07/16/2012 ADDRESS: 50 S FRENCH BROAD AV, ASHEVILLE NC 28801 DESCRIPTION: CHARITABLE GIVING. ASHEVILLE HUMANE SOCIETY POSITION: Board Chair NATURE: Dog and cat adoption and care INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2023 ADDRESS: Asheville NC, United States DESCRIPTION: Board chair responsibilities include recruiting new board members, fundraising, running meetings, overseeing strategic planning, reviewing budgets, P&L's and income stmts. Supervising the executive director. WNC BRIDGE FOUNDATION POSITION: Board Member NATURE: WNC Bridge Foundation is a community-based charitable organization that works to provide funds to support and assist in meeting the many health challenges that face the people of WNC. We provide direct support and empower carefully selected non-profits to impact individual and community wellness in our communities throughout the WNC region. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2025 ADDRESS: Asheville NC, United States DESCRIPTION: Help with the strategic direction of the organization and increase awareness within WNC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brady Monetus Blackburn JR's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

February 17, 2021 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 301 College St Ste 210, Asheville, NC 28801

RIA

CRD#: 283390

ASHEVILLE, NC

Current

February 17, 2021 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 301 College St Ste 210, Asheville, NC 28801

CRD#: 17499

ASHEVILLE, NC

Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

June 29, 2011 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

ASHEVILLE, NC

Past

June 8, 2011 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

ASHEVILLE, NC

Past

December 9, 2009 - May 6, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

CHARLOTTE, NC

Past

December 9, 2009 - May 6, 2010

LPL FINANCIAL LLC

CRD#: 6413

CHARLOTTE, NC

Past

November 1, 2006 - March 10, 2008

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

WINSTON-SALEM, NC

Past

November 1, 2006 - March 10, 2008

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

WINSTON-SALEM, NC

Past

June 21, 2002 - March 9, 2005

FIRST CITIZENS INVESTOR SERVICES, INC.

RIA

CRD#: 44430

RALEIGH, NC

Past

January 31, 2002 - March 9, 2005

FIRST CITIZENS INVESTOR SERVICES, INC.

CRD#: 44430

RALEIGH, NC

Past

November 28, 2001 - February 1, 2002

WACHOVIA SECURITIES, INC.

CRD#: 431

CHARLOTTE, NC

Past

March 23, 1999 - February 9, 2000

WACHOVIA BROKERAGE SERVICE

CRD#: 17503

WINSTON SALEM, NC

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".

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.

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

Florida
(2/17/2021)

Maryland
(2/17/2021)

New York
(2/17/2021)

North Carolina
(2/17/2021)

IAR

North Carolina
(2/17/2021)

Pennsylvania
(2/17/2021)

South Carolina
(2/17/2021)

Tennessee
(2/17/2021)

Texas
(2/17/2021)

Virginia
(2/17/2021)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/23/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/8/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 62

Date: 1/2/2023

Corporate Securities Limited Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/14/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/22/1999

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/9/2011

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 4/26/1999

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

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	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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.

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Brady M. Blackburn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brady Monetus Blackburn JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

FIRST CITIZENS INVESTOR SERVICES, INC.

FIRST CITIZENS INVESTOR SERVICES, INC.

WACHOVIA SECURITIES, INC.

WACHOVIA BROKERAGE SERVICE

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/23/2002

Series 63

Date: 4/8/1999

Series 62

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/14/1999

Series 6

Date: 3/22/1999

Series 24

Date: 9/9/2011

Series 26

Date: 4/26/1999

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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