Donette T. Corley
Professional summary
Donette Thandi Corley, who also goes by Donette Thondi Corley, Donette Thondi Stewart Ms., is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Alpharetta, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Alpharetta, Georgia.
Donette is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Donette has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Donette Thandi Corley's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 9, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 2520 Northwinds Parkway, Alpharetta, GA 30009January 19, 2011 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 2520 Northwinds Parkway, Alpharetta, GA 30009January 26, 2011 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
September 24, 2008 - January 21, 2011
UBS FINANCIAL SERVICES INC.
September 24, 2007 - January 21, 2011
UBS FINANCIAL SERVICES INC.
August 10, 2005 - September 11, 2007
OPPENHEIMER & CO. INC.
November 4, 2002 - September 8, 2004
COMMERZ MARKETS LLC
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
(3/19/2012)
(4/22/2013)
(5/13/2011)
(5/13/2011)
(1/19/2011)
(9/9/2016)
(1/25/2012)
(9/6/2012)
(4/23/2015)
(1/25/2012)
(4/23/2015)
(4/23/2015)
(4/23/2015)
(4/23/2015)
(2/17/2012)
(5/13/2011)
(4/23/2015)
(5/13/2011)
(5/13/2011)
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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