Christopher R. Haffey
TRUIST ADVISORY SERVICES
PALM BEACH, FL 33480
Some features on this profile are disabled
CRD#: 4195723
Professional summary
Christopher Ryan Haffey, CFP®, who also goes by Ryan Haffey, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Palm Beach, Florida and TRUIST INVESTMENT SERVICES, INC. located in Palm Beach, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Christopher has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Haffey
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.
FIRST PRESBYTERIAN CHURCH NORTH PALM BEACH POSITION: Elder and Chair of the Finance Committee NATURE: Church INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: North Palm Beach FL, United States DESCRIPTION: As a church Elder, I'm an officer of the organization, and chair of the finance committee. The finance committee reviews the church budget and provides input on the church finances. This includes oversight of the church investment accounts. Oversight involves review and approval of any changes recommended by the financial advisor/firm handling the church's investment accounts.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Ryan Haffey'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: 2007
Experience
Current
September 16, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 125 Worth Ave, Palm Beach, FL 33480RIA
CRD#: 283390
PALM BEACH, FL
Current
November 4, 2011 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 125 Worth Ave Ste 100 & 200, Palm Beach, FL 33480BD
CRD#: 17499
PALM BEACH, FL
Past
November 14, 2011 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
WEST PALM BEACH, FL
Past
September 25, 2000 - November 15, 2011
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
WEST PALM BEACH, FL
Past
September 22, 2000 - November 15, 2011
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WEST PALM BEACH, FL
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(8/9/2019)
RR
Arizona(3/20/2013)
RR
California(10/24/2012)
RR
Colorado(10/4/2012)
RR
Connecticut(3/3/2022)
RR
District of Columbia(4/16/2014)
RR
Florida(11/4/2011)
IAR
Florida(9/16/2016)
RR
Georgia(11/4/2011)
RR
Illinois(4/11/2013)
RR
Indiana(7/14/2021)
RR
Kansas(3/7/2022)
RR
Kentucky(3/1/2018)
RR
Louisiana(7/10/2025)
RR
Maine(8/19/2019)
RR
Maryland(9/18/2015)
RR
Massachusetts(10/30/2018)
RR
Michigan(3/30/2020)
RR
Mississippi(9/26/2023)
RR
Montana(7/30/2025)
RR
New Jersey(6/13/2019)
RR
New Mexico(7/30/2025)
RR
New York(11/4/2011)
RR
North Carolina(1/5/2012)
RR
Ohio(11/7/2011)
RR
Oklahoma(10/17/2022)
RR
Oregon(3/8/2022)
RR
Pennsylvania(12/12/2019)
RR
Rhode Island(1/16/2024)
RR
South Carolina(10/18/2019)
RR
Tennessee(9/11/2023)
RR
Texas(8/14/2013)
IAR
Texas(3/13/2017)
RR
Utah(11/10/2016)
RR
Virginia(9/10/2012)
RR
Washington(5/16/2025)
Exams
State Security Law 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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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#: 283390Palm Beach, FL 33480TRUST BUT VERIFY
Monitor Christopher Haffey
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
