Donald J. Ebner
Professional summary
Donald Joseph Ebner is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Virginia Beach, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Virginia Beach, Virginia.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Donald has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Donald Joseph Ebner's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 27, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 948 Laskin Rd Fl 3, Virginia Beach, VA 23451September 25, 2002 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 948 Laskin Rd Ste 300, Virginia Beach, VA 23451September 26, 2002 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
January 25, 2001 - September 27, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 8, 2000 - September 27, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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
(8/2/2021)
(12/13/2023)
(5/23/2019)
(9/25/2017)
(10/6/2006)
(9/30/2002)
(6/10/2010)
(9/30/2002)
(8/26/2019)
(7/10/2024)
(7/19/2021)
(3/30/2015)
(11/29/2017)
(1/26/2006)
(9/30/2002)
(6/14/2018)
(12/14/2023)
(8/7/2018)
(7/23/2020)
(10/1/2025)
(7/13/2021)
(6/17/2019)
(9/30/2002)
(9/30/2002)
(7/23/2021)
(9/30/2002)
(10/19/2021)
(9/16/2011)
(11/1/2022)
(9/25/2002)
(9/27/2016)
(11/24/2021)
(5/29/2024)
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
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