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BH

Bridget G. Hussey

TRUIST ADVISORY SERVICES
NAPLES, FL 34108
Some features on this profile are disabled
CRD#: 4325251
BH

Professional summary

Bridget Geraldine Hussey, who also goes by Geraldine Hussey, Geraldine B Hussey, Bridget Geraldine Hussey, Geraldine B Mcloughney, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Naples, Florida and TRUIST INVESTMENT SERVICES, INC. located in Naples, Florida.

Bridget is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Bridget has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Geraldine Hussey | Geraldine B Hussey | Bridget Geraldine Hussey | Geraldine B Mcloughney

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bridget Geraldine Hussey's CRS (Customer Relationship Summary).
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®
None

Experience

Current

August 19, 2025 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 801 Laurel Oak Drive, Naples, FL 34108
RIA
CRD#: 283390
NAPLES, FL
Current

August 11, 2025 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 801 Laurel Oak Dr Fl 2, Naples, FL 34108
BD
CRD#: 17499
Naples, FL
Past

November 20, 2024 - July 29, 2025

SYNOVUS SECURITIES, INC.

RIA
CRD#: 14023
TAMPA, FL
Past

October 23, 2023 - July 29, 2025

SYNOVUS SECURITIES, INC.

BD
CRD#: 14023
TAMPA, FL
Past

January 13, 2020 - February 17, 2021

BB&T SECURITIES, LLC

RIA
CRD#: 142785
RICHMOND, VA
Past

December 9, 2019 - February 17, 2021

BB&T SECURITIES, LLC

BD
CRD#: 142785
RICHMOND, VA
Past

August 19, 2016 - October 10, 2023

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
NAPLES, FL
Past

June 4, 2015 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
NAPLES, FL
Past

May 18, 2015 - October 10, 2023

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
NAPLES, FL
Past

August 10, 2012 - October 15, 2014

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
BOCA RATON, FL
Past

April 24, 2012 - October 15, 2014

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
BOCA RATON, FL
Past

November 2, 2011 - May 2, 2012

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
PALM BEACH, FL
Past

October 23, 2009 - February 15, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ORLANDO, FL
Past

May 17, 2006 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
OCALA, FL
Past

January 22, 2001 - September 7, 2005

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

RR
Florida
(8/11/2025)
IAR
Florida
(8/19/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/8/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/9/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/7/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/19/2001
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 3/24/2001
Investment Company Products/Variable Contracts Principal Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)
TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts124,363
AUM (Assets Under Management)$ 67,736,740,585

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/24/2025
Cover Page
Report
03/28/2024
Cover Page
Report
04/26/2023
Cover Page
Report

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#: 283390Naples, FL 34108

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