JA
Julio Almeyda
TRUIST ADVISORY SERVICES
CORAL GABLES, FL 33134
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CRD#: 4058794
JA
Professional summary
Julio Almeyda, CFP® is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Coral Gables, Florida and TRUIST INVESTMENT SERVICES, INC. located in Coral Gables, Florida.
Julio is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Julio has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 Julio Almeyda'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®
Experience
Current
August 16, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 201 Alhambra Circle Fl 14, Coral Gables, FL 33134RIA
CRD#: 283390
CORAL GABLES, FL
Current
November 9, 2011 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 201 Alhambra Cir Ste 1402, Coral Gables, FL 33134BD
CRD#: 17499
CORAL GABLES, FL
Past
November 14, 2011 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
MIAMI, FL
Past
November 14, 2007 - November 11, 2011
OPPENHEIMER & CO. INC.
RIA
CRD#: 249
MIAMI, FL
Past
October 30, 2007 - November 11, 2011
OPPENHEIMER & CO. INC.
BD
CRD#: 249
MIAMI, FL
Past
August 30, 2004 - October 29, 2007
MORGAN KEEGAN & COMPANY, LLC
RIA
CRD#: 4161
CORAL GABLES, FL
Past
July 28, 2004 - October 29, 2007
MORGAN KEEGAN & COMPANY, LLC
BD
CRD#: 4161
CORAL GABLES, FL
Past
March 28, 2003 - August 4, 2004
UNION PLANTERS INVESTMENT ADVISORS, INC.
RIA
CRD#: 111807
HIALEAH, FL
Past
November 9, 2000 - August 4, 2004
PFIC SECURITIES CORPORATION
BD
CRD#: 34941
FRANKLIN, TN
Past
January 17, 2000 - November 6, 2000
WAMU INVESTMENTS, INC.
BD
CRD#: 599
IRVINE, CA
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(4/22/2024)
RR
Alaska(4/22/2024)
RR
Arizona(4/22/2024)
RR
Arkansas(4/22/2024)
RR
California(4/22/2024)
RR
Colorado(4/22/2024)
RR
Connecticut(7/11/2019)
RR
Delaware(5/21/2021)
RR
District of Columbia(4/22/2024)
RR
Florida(11/14/2011)
IAR
Florida(8/16/2016)
RR
Georgia(11/16/2011)
RR
Hawaii(4/22/2024)
RR
Idaho(4/22/2024)
RR
Illinois(4/22/2024)
RR
Indiana(4/22/2024)
RR
Iowa(4/22/2024)
RR
Kansas(4/22/2024)
RR
Kentucky(4/22/2024)
RR
Louisiana(4/22/2024)
RR
Maine(4/22/2024)
RR
Maryland(4/22/2024)
RR
Massachusetts(4/22/2024)
RR
Michigan(4/22/2024)
RR
Minnesota(4/22/2024)
RR
Mississippi(4/22/2024)
RR
Missouri(4/22/2024)
RR
Montana(4/22/2024)
RR
Nebraska(4/22/2024)
RR
Nevada(4/22/2024)
RR
New Hampshire(4/22/2024)
RR
New Jersey(4/22/2024)
RR
New Mexico(4/22/2024)
RR
New York(8/12/2016)
RR
North Carolina(4/22/2024)
RR
North Dakota(4/22/2024)
RR
Ohio(4/22/2024)
RR
Oklahoma(4/22/2024)
RR
Oregon(4/22/2024)
RR
Pennsylvania(8/26/2022)
RR
Puerto Rico(4/22/2024)
RR
Rhode Island(4/22/2024)
RR
South Carolina(4/22/2024)
RR
South Dakota(4/22/2024)
RR
Tennessee(4/22/2024)
RR
Texas(4/22/2024)
RR
Utah(4/22/2024)
RR
Vermont(4/22/2024)
RR
Virgin Islands(4/22/2024)
RR
Virginia(4/22/2024)
RR
Washington(4/22/2024)
RR
West Virginia(4/22/2024)
RR
Wisconsin(4/22/2024)
RR
Wyoming(4/22/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (5/18/2016 Approved)PREMIUM
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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
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.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Coral Gables, FL 33134TRUST BUT VERIFY
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