Robert C. Tweeddale

TRUIST ADVISORY SERVICES | Senior Financial Advisor

STUART, FL 34994

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CRD#: 3273410

Professional summary

Robert Christopher Tweeddale, who also goes by Robert C Tweeddale, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Stuart, Florida and TRUIST INVESTMENT SERVICES, INC. located in Stuart, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Robert has worked at 12 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 3, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert C Tweeddale

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Christopher Tweeddale'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®

None

Experience

Current

June 2, 2025 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 2400 Se Federal Hwy Suite 106, Stuart, FL 34994

RIA

CRD#: 283390

STUART, FL

Current

May 23, 2025 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 5545 Se Federal Hwy, Stuart, FL 34997Office #2: 2400 Se Federal Hwy, Stuart, FL 34994

CRD#: 17499

STUART, FL

Past

August 20, 2015 - May 27, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

STUART, FL

Past

August 18, 2015 - May 27, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

STUART, FL

Past

February 24, 2014 - July 29, 2015

COPPERLEAFE WEALTH MANAGEMENT, LLC

RIA

CRD#: 141539

PALM CITY, FL

Past

November 22, 2013 - July 28, 2015

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

PALM CITY, FL

Past

November 11, 2013 - July 28, 2015

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

PALM CITY, FL

Past

July 16, 2013 - October 31, 2013

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

PALM BEACH GARDENS, FL

Past

July 12, 2013 - October 31, 2013

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

PALM BEACH GARDENS, FL

Past

August 3, 2011 - January 15, 2013

BARCLAYS CAPITAL INC.

CRD#: 19714

NEW YORK, NY

Past

April 22, 2010 - January 28, 2011

CANTOR FITZGERALD & CO.

CRD#: 134

NEW YORK, NY

Past

February 17, 2009 - April 30, 2010

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

October 17, 2007 - December 31, 2008

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

CRD#: 3466

NEW YORK, NY

Past

September 9, 2004 - November 13, 2007

GOLDMAN SACHS & CO. LLC

CRD#: 361

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".

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

Alabama
(5/23/2025)

California
(5/23/2025)

Delaware
(5/23/2025)

Florida
(5/23/2025)

IAR

Florida
(6/2/2025)

Georgia
(5/23/2025)

Kentucky
(5/23/2025)

Maryland
(5/23/2025)

Massachusetts
(5/23/2025)

Mississippi
(5/23/2025)

New Jersey
(5/23/2025)

New York
(5/23/2025)

North Carolina
(5/23/2025)

Ohio
(5/23/2025)

Pennsylvania
(5/23/2025)

South Carolina
(5/23/2025)

Tennessee
(5/23/2025)

Texas
(5/23/2025)

IAR

Texas
(8/6/2025)

Virginia
(5/23/2025)

Washington
(5/23/2025)

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 65

Date: 6/15/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/27/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 5/4/2009

National Commodity Futures Examination

General Industry/Product Exam

Series 55

Date: 4/11/2007

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 11/7/2006

General Securities Representative 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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Robert C. Tweeddale

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Christopher Tweeddale's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

COPPERLEAFE WEALTH MANAGEMENT, LLC

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

BARCLAYS CAPITAL INC.

CANTOR FITZGERALD & CO.

RBC CAPITAL MARKETS, LLC

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/15/2013

Series 63

Date: 2/27/2007

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 3

Date: 5/4/2009

Series 55

Date: 4/11/2007

Series 7

Date: 11/7/2006

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

Contact information

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