CG
Cynthia A. Green
TRUIST ADVISORY SERVICES
MELBOURNE, FL 32940
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CRD#: 4241351
CG
Professional summary
Cynthia Anne Green, who also goes by Cindy Green, Cynthia Anne Kiesel, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Melbourne, Florida and TRUIST INVESTMENT SERVICES, INC. located in Melbourne, Florida.
Cynthia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Cynthia has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cindy Green | Cynthia Anne Kiesel
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.
FRIENDS OF SALLY'S HOUSE POSITION: Board Member NATURE: Helps to provide residential housing to women (and their children) during substance abuse recovery. The housing and programs are designed to assist in the reunification of families and keeping women with their children. We also provide a safe space for pregnant women in recovery. Women are more successful in recovery when reunited with their children. The Friends of Sally's House organization increase community awareness and provides financial support to Sally's House, a program of Circles of Care, Inc. Sally's House has been in operation since 1993 and is a 'one of a kind' program in Brevard County providing transitional residence and counseling support for mothers in recovery from alcohol and drug abuse. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/02/2023 ADDRESS: Melbourne FL, United States DESCRIPTION: As a board member I assist in raising money through luncheons, events and community connections. The money raised through Sally's House helps to offset costs associated with the program and to assist the young families with ancillary needs. RENTAL PROPERTY POSITION: Property Owner NATURE: I own a property that my daughter rents. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: Indialantic FL, United States DESCRIPTION: Own rental property that my daughter rents.
CRS (Client Relationship Summary) - RIA
Click below to view Cynthia Anne Green'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
April 20, 2017 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 8266 N Wickham Rd Fl 2, Melbourne, FL 32940RIA
CRD#: 283390
MELBOURNE, FL
Current
February 17, 2017 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 8226 N Wickham Rd Fl 2, Melbourne, FL 32940BD
CRD#: 17499
Melbourne, FL
Past
February 11, 2008 - January 29, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
MELBOURNE, FL
Past
September 18, 2000 - February 4, 2004
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, 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
IAR
Florida(4/20/2017)
RR
Florida(4/25/2017)
RR
Georgia(4/26/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
