William D. Hylton
Professional summary
William David Hylton, who also goes by William D Hylton, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Longwood, Florida and TRUIST INVESTMENT SERVICES, INC. located in Altamonte Springs, Florida.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. William has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William David Hylton's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 24, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 801 E State Road 434, Longwood, FL 32750September 21, 2015 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1198 Commerce Park Dr, Altamonte Springs, FL 32714Office #2: 801 E State Road 434, Longwood, FL 32750September 23, 2015 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
October 5, 2009 - October 6, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
October 5, 2009 - October 6, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
March 8, 2004 - October 5, 2009
AMERIPRISE ADVISOR SERVICES, INC.
April 23, 2001 - October 5, 2009
AMERIPRISE ADVISOR SERVICES, INC.
March 5, 2001 - March 23, 2001
KIMBERLY SECURITIES, INC.
June 13, 2000 - November 10, 2000
AMERIPRISE ADVISOR SERVICES, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/23/2015)
(9/22/2015)
(2/19/2025)
(9/23/2015)
(8/24/2016)
(9/22/2015)
(10/9/2025)
(10/12/2015)
(5/27/2020)
(7/9/2020)
(5/10/2021)
(10/7/2015)
(5/2/2023)
(9/24/2015)
(10/7/2015)
(9/5/2025)
(9/22/2015)
(7/14/2022)
(12/3/2020)
(2/4/2025)
(6/1/2020)
(9/30/2021)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
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.
