Michelle L. Meeks
TRUIST ADVISORY SERVICES | Financial Advisor
LAKE MARY, FL 32746
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CRD#: 4048513
Professional summary
Michelle Lynn Meeks, CFP®, who also goes by Michelle Lynn Erwin, Michelle L Meeks, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Lake Mary, Florida and TRUIST INVESTMENT SERVICES, INC. located in Orlando, Florida.
Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Michelle has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Financial planning
Insurance
Trust & estate planning
Institutional consulting
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
400K
Are you a "fiduciary"?
Yes
Aliases
Michelle Lynn Erwin | Michelle L Meeks
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.
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Lynn Meeks'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®
CFP®
Start date: 2021
Experience
Current
August 31, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1100 Town Park Ave, Lake Mary, FL 32746RIA
CRD#: 283390
LAKE MARY, FL
Current
June 19, 2003 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 2305 Edgewater Dr Ste A, Orlando, FL 32804Office #2: 1100 Townpark Ave, Lake Mary, FL 32746BD
CRD#: 17499
Orlando, FL
Past
June 24, 2003 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
ORLANDO, FL
Past
November 14, 2002 - June 10, 2003
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
WINTER PARK, FL
Past
November 8, 2002 - June 10, 2003
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
August 16, 2000 - November 27, 2002
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
WINTER PARK, FL
Past
August 15, 2000 - November 27, 2002
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
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(8/25/2017)
RR
Alaska(4/28/2015)
RR
Arizona(11/7/2013)
RR
California(8/10/2016)
RR
Colorado(8/25/2017)
RR
Connecticut(6/11/2013)
RR
Florida(6/19/2003)
IAR
Florida(8/31/2016)
RR
Georgia(6/9/2009)
RR
Illinois(3/8/2016)
RR
Indiana(4/2/2018)
RR
Kansas(1/27/2025)
RR
Kentucky(4/28/2008)
RR
Louisiana(7/3/2024)
IAR
Louisiana(8/21/2024)
RR
Maine(7/30/2025)
RR
Maryland(3/26/2018)
RR
Massachusetts(10/25/2013)
RR
Michigan(1/19/2025)
RR
Minnesota(1/26/2011)
RR
Mississippi(3/11/2010)
RR
Missouri(8/25/2017)
RR
Nevada(2/3/2011)
RR
New Hampshire(8/25/2017)
RR
New Jersey(1/7/2011)
RR
New Mexico(4/22/2009)
RR
New York(6/11/2013)
RR
North Carolina(12/9/2010)
RR
Ohio(11/18/2010)
RR
Oklahoma(8/25/2017)
RR
Pennsylvania(4/16/2009)
RR
South Carolina(8/25/2017)
RR
South Dakota(12/1/2023)
RR
Tennessee(4/20/2017)
RR
Texas(3/8/2016)
IAR
Texas(3/13/2017)
RR
Utah(9/13/2023)
RR
Vermont(12/10/2024)
RR
Virginia(7/2/2010)
RR
Wisconsin(3/23/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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Company Information
TRUIST ADVISORY SERVICES, INC.
Financial AdvisorCRD#: 283390Lake Mary, FL 32746TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
