CP
Chad E. Polin
TRUIST ADVISORY SERVICES
JENKINTOWN, PA 19046
Some features on this profile are disabled
CRD#: 4233680
CP
Professional summary
Chad Evan Polin, who also goes by Chad E Polin, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Jenkintown, Pennsylvania and TRUIST INVESTMENT SERVICES, INC. located in Jenkintown, Pennsylvania.
Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Chad has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chad E Polin
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.
BACKGROUND MANAGER POSITION: President NATURE: Partner INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 4 Withers Lane, newtown Square PA 19073, United States DESCRIPTION: recordkeeping for volunteer organizations Name of Business: Chad Polin Address: Ambler, PA Position: Owner Nature: Rental - I may rent my summer home this year. Start Date: 06/01/2021 Investment Related: No Number of Hours: 1 Securities Trading Hours: 0 Description: Landlord CHAD POLIN POSITION: Landlord NATURE: Landlord, purchasing an investment property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2022 ADDRESS: Ambler PA, United States DESCRIPTION: Collect rent, manage residential property. LASALLE HIGH SCHOOL POSITION: Assistant coach NATURE: Assistant football coach INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2025 ADDRESS: Wyndmoor PA, United States DESCRIPTION: Coach freshmen football.
CRS (Client Relationship Summary) - RIA
Click below to view Chad Evan Polin'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®
NoneExperience
Current
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 180 Old York Rd Fl 2, Jenkintown, PA 19046RIA
CRD#: 283390
JENKINTOWN, PA
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 180 Old York Rd, Jenkintown, PA 19046Office #2: 76 E Lancaster Ave, Ardmore, PA 19003Office #3: 273 N Keswick Ave, Glenside, PA 19038Office #4: 100 S Orange St, Media, PA 19063Office #5: 200 S Newtown Street Rd, Newtown Square, PA 19073Office #6: 304 S Henderson Rd, King Of Prussia, PA 19406Office #7: 9 W Evergreen Ave, Philadelphia, PA 19118Office #8: 2330 E York St, Philadelphia, PA 19125Office #9: 4625 Frankford Ave, Philadelphia, PA 19124Office #10: 3617 Midvale Ave, Philadelphia, PA 19129Office #11: 6633 Roosevelt Blvd, Philadelphia, PA 19149Office #12: 12051 Knights Rd, Philadelphia, PA 19154Office #13: 3606 Lancaster Ave, Philadelphia, PA 19104BD
CRD#: 17499
Jenkintown, PA
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
June 5, 2017 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
WEST CHESTER, PA
Past
June 5, 2017 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
WEST CHESTER, PA
Past
September 21, 2016 - June 19, 2017
KEY INVESTMENT SERVICES LLC
RIA
CRD#: 136300
MAPLE GLEN, PA
Past
September 21, 2016 - June 19, 2017
KEY INVESTMENT SERVICES LLC
BD
CRD#: 136300
MAPLE GLEN, PA
Past
May 4, 2010 - September 21, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
HARLEYSVILLE, PA
Past
May 4, 2010 - September 21, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
HARLEYSVILLE, PA
Past
October 14, 2005 - May 5, 2010
CETERA INVESTMENT SERVICES LLC
RIA
CRD#: 15340
SPRING HOUSE, PA
Past
October 14, 2005 - May 5, 2010
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
SPRING HOUSE, PA
Past
August 3, 2005 - October 14, 2005
ICBA FINANCIAL SERVICES CORPORATION
RIA
CRD#: 35089
SPRING HOUSE, PA
Past
August 3, 2005 - October 14, 2005
ICBA FINANCIAL SERVICES CORPORATION
BD
CRD#: 35089
MEMPHIS, TN
Past
October 20, 2004 - August 9, 2005
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
HUNTINGDON VALLEY, PA
Past
October 20, 2004 - August 9, 2005
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
Past
November 6, 2002 - October 20, 2004
QUICK & REILLY, INC.
RIA
CRD#: 11217
HUNTINGDON VALLEY, PA
Past
November 6, 2002 - October 20, 2004
QUICK & REILLY, INC.
BD
CRD#: 11217
NEW YORK, NY
Past
September 5, 2002 - October 15, 2002
QUICK & REILLY, INC.
RIA
CRD#: 11217
PHILADELPHIA, PA
Past
April 25, 2001 - October 15, 2002
QUICK & REILLY, INC.
BD
CRD#: 11217
NEW YORK, NY
Past
September 12, 2000 - April 25, 2001
SUMMIT FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 7246
BETHLEHEM, PA
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(2/17/2021)
RR
Alaska(2/17/2021)
RR
Arizona(3/16/2022)
RR
California(2/17/2021)
RR
Colorado(2/17/2021)
RR
Connecticut(2/17/2021)
RR
Delaware(2/17/2021)
RR
District of Columbia(2/17/2021)
RR
Florida(2/17/2021)
RR
Georgia(2/17/2021)
RR
Idaho(6/2/2025)
RR
Illinois(2/17/2021)
RR
Indiana(2/17/2021)
RR
Iowa(6/3/2025)
RR
Kansas(6/2/2025)
RR
Kentucky(11/7/2023)
RR
Louisiana(4/5/2022)
RR
Maine(2/17/2021)
RR
Maryland(2/17/2021)
RR
Massachusetts(2/17/2021)
RR
Michigan(1/2/2024)
RR
Minnesota(6/2/2025)
RR
Mississippi(2/17/2021)
RR
Missouri(10/24/2025)
RR
Nevada(7/5/2022)
RR
New Hampshire(6/3/2025)
RR
New Jersey(2/17/2021)
RR
New Mexico(5/12/2021)
RR
New York(2/17/2021)
RR
North Carolina(2/17/2021)
RR
North Dakota(2/17/2021)
RR
Ohio(2/17/2021)
RR
Oklahoma(7/26/2023)
RR
Oregon(4/11/2022)
RR
Pennsylvania(2/17/2021)
IAR
Pennsylvania(2/17/2021)
RR
Rhode Island(2/17/2021)
RR
South Carolina(2/17/2021)
RR
South Dakota(6/3/2025)
RR
Tennessee(2/17/2021)
IAR
Texas(10/4/2021)
RR
Texas(2/17/2022)
RR
Vermont(8/24/2021)
RR
Virginia(2/17/2021)
RR
Washington(4/5/2022)
RR
West Virginia(1/9/2023)
RR
Wisconsin(6/10/2025)
RR
Wyoming(6/3/2025)
Exams
State Security Law Exam
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
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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.
