Anthony J. Krane

TRUIST ADVISORY SERVICES

BRADENTON, FL

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CRD#: 4174135

Professional summary

Anthony John Krane is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Bradenton, Florida and TRUIST INVESTMENT SERVICES, INC. located in Charlotte, North Carolina.

Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Anthony has worked at 8 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 53, Series 4 and Series 24 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.

SHIPT INC POSITION: Shopper NATURE: Shopping service INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2022 ADDRESS: Sarasota FL, United States DESCRIPTION: Shopping for individuals at local stores and delivering items to their homes.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony John Krane'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

July 15, 2021 - Present

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

BRADENTON, FL

Current

June 22, 2021 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 214 N Tryon St Fl 17 32, 33, 34, Charlotte, NC, 28202

CRD#: 17499

CHARLOTTE, NC

Past

May 19, 2021 - June 25, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

BRADENTON, FL

Past

May 18, 2021 - June 25, 2021

LPL FINANCIAL LLC

CRD#: 6413

BRADENTON, FL

Past

April 2, 2019 - May 21, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST PETERSBURG, FL

Past

August 22, 2018 - May 21, 2021

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ST. PETERSBURG, FL

Past

August 21, 2018 - May 21, 2021

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

September 5, 2017 - August 8, 2018

HARRISDIRECT LLC

RIA

CRD#: 42159

Tampa, FL

Past

August 23, 2017 - August 8, 2018

E*TRADE SECURITIES LLC

CRD#: 29106

TAMPA, FL

Past

July 19, 2011 - May 23, 2017

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

AUSTIN, TX

Past

February 2, 2010 - May 23, 2017

CHARLES SCHWAB & CO., INC.

CRD#: 5393

AUSTIN, TX

Past

July 20, 2000 - July 5, 2001

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

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

Florida
(6/22/2021)

IAR

Florida
(7/15/2021)

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 66

Date: 7/18/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/5/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/17/2019

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/1/2010

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 1/17/2019

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 11/30/2018

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 10/4/2018

General Securities Principal 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.

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Advisor Monitoring

Firm Stability Insights

Anthony J. Krane

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony John Krane's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/18/2011

Series 63

Date: 2/5/2010

Series 52TO

Date: 1/17/2019

SIE

Date: 10/1/2018

Series 7

Date: 2/1/2010

Series 53

Date: 1/17/2019

Series 4

Date: 11/30/2018

Series 24

Date: 10/4/2018

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

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