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LH

Leslie M. Hetager

TRUIST ADVISORY SERVICES
SAVANNAH, GA 31401
Some features on this profile are disabled
CRD#: 4172727
LH

Professional summary

Leslie Michelle Hetager, who also goes by Leslie Michelle Bassham, Michelle Bassham Hetager, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Savannah, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Savannah, Georgia.

Leslie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Leslie has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Leslie Michelle Bassham | Michelle Bassham Hetager

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.
EQUINE VALOR PROGRAM POSITION: Treasurer NATURE: Equine Valor Program is a non-profit formed to serve the needs of Veterans suffering from PTSD and other mental health challenges. Equestrian therapy is incorporated, and Vets spend time with horses learning to groom, ride and ultimately take care of the horse. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: Savannah GA, United States DESCRIPTION: As treasure I would be maintaining all financial records, auditing and reconciling as well as sharing financial reports with the board on a regular basis.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leslie Michelle Hetager'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

February 17, 2021 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 33 Bull St Fl 3, Savannah, GA 31401
RIA
CRD#: 283390
SAVANNAH, GA
Current

February 17, 2021 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 33 Bull St Ste 312, Savannah, GA 31401
BD
CRD#: 17499
Savannah, GA
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

BD
CRD#: 142785
RICHMOND, VA
Past

April 4, 2006 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
SAVANNAH, GA
Past

March 21, 2006 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
SAVANNAH, GA
Past

February 7, 2005 - March 21, 2006

BB&T ASSET MANAGEMENT, INC.

RIA
CRD#: 108443
RALEIGH, NC
Past

March 23, 2004 - December 31, 2004

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
CHARLOTTE, NC
Past

February 22, 2001 - June 3, 2002

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
CHARLOTTE, NC
Past

May 19, 2000 - February 13, 2001

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

May 19, 2000 - February 13, 2001

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, 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
Colorado
(5/4/2021)
RR
Florida
(2/17/2021)
RR
Georgia
(2/17/2021)
IAR
Georgia
(2/17/2021)
RR
Mississippi
(2/17/2021)
RR
South Carolina
(2/17/2021)
RR
Tennessee
(3/9/2021)
RR
Texas
(2/17/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/4/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/18/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/19/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/18/2000
Investment Company Products/Variable Contracts Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts124,363
AUM (Assets Under Management)$ 67,736,740,585

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

TRUIST ADVISORY SERVICES, INC.

CRD#: 283390Savannah, GA 31401

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