BH
Bert B. Henderson
TRUIST ADVISORY SERVICES
NORFOLK, VA 23510
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CRD#: 4307574
BH
Professional summary
Bert Burr Henderson IV, CFP®, who also goes by Burr B Henderson IV, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Norfolk, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Williamsburg, Virginia.
Bert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Bert has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Burr B Henderson Iv
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.
ELIZABETH RIVER PROJECT -FINANCE AND DEVELOPMENT COMMITTEE POSITION: Board member NATURE: Charity that supports the cleaning of the Elizabeth River. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 03/01/2023 ADDRESS: Norfolk VA, United States DESCRIPTION: I review the budget. I help the board to decide on appropriate investments to discuss with the investment firms that manage the assets of the charity. I discuss the services the charity provides and solicit donations to support the charity. HAMPTON ROADS ESTATE PLANNING COUNCIL POSITION: Director NATURE: Promotes Estate planning education. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2022 ADDRESS: Virginia Beach VA, United States DESCRIPTION: Attend board meeting and vote on any issues that arise. NORFOLK COLLEGIATE SCHOOL BOARD OF DIRECTORS POSITION: Board Member NATURE: Private school serving primary and secondary education. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2024 ADDRESS: Norfolk VA, United States DESCRIPTION: Provide general guidance about the direction the school should be heading in the future and provide feedback to the school about it current services and reputation in the community.
CRS (Client Relationship Summary) - RIA
Click below to view Bert Burr Henderson IV'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: 2004
Experience
Current
September 27, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 150 W Main St Fl 14, Norfolk, VA 23510RIA
CRD#: 283390
NORFOLK, VA
Current
November 19, 2002 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 4801 Courthouse St Ste 100, Williamsburg, VA 23188Office #2: 150 W Main St Ste 1400, Norfolk, VA 23510BD
CRD#: 17499
Williamsburg, VA
Past
November 26, 2002 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
WILLIAMSBURG, VA
Past
May 2, 2001 - November 19, 2002
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
NORFOLK, VA
Past
January 12, 2001 - November 19, 2002
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
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
Alaska(9/30/2019)
RR
Arizona(3/13/2007)
RR
California(12/8/2021)
RR
Colorado(1/22/2019)
RR
District of Columbia(10/1/2008)
RR
Florida(3/14/2006)
RR
Georgia(1/2/2003)
RR
Hawaii(2/6/2017)
RR
Illinois(2/10/2021)
RR
Indiana(8/17/2021)
RR
Maryland(3/12/2007)
RR
Massachusetts(12/19/2016)
RR
Michigan(12/8/2015)
RR
Minnesota(9/29/2020)
RR
Mississippi(8/14/2023)
RR
Missouri(8/2/2021)
RR
Nevada(6/7/2023)
RR
New Jersey(10/4/2011)
RR
New Mexico(8/19/2014)
RR
New York(5/19/2014)
RR
North Carolina(11/19/2002)
RR
Ohio(1/17/2017)
RR
Oklahoma(4/20/2016)
RR
Oregon(7/9/2021)
RR
Pennsylvania(1/2/2004)
RR
South Carolina(1/4/2012)
RR
Tennessee(9/6/2024)
RR
Texas(4/8/2022)
RR
Virginia(11/19/2002)
IAR
Virginia(9/27/2016)
RR
Wisconsin(2/22/2019)
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
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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.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Norfolk, VA 23510TRUST BUT VERIFY
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