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AP

Andrew M. Pittinos

TRUIST ADVISORY SERVICES
GREENVILLE, SC 29601
Some features on this profile are disabled
CRD#: 4360589
AP

Professional summary

Andrew Mitchell Pittinos is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Greenville, South Carolina and TRUIST INVESTMENT SERVICES, INC. located in Wilmington, North Carolina.

Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Andrew has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
SEABER HATHAWAY POSITION: Real Estate Investment NATURE: Real Estate Rental Properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/10/2009 ADDRESS: 633 Altamont Rd., GREENVILLE SC 29609 DESCRIPTION: Review and approve any required maintenance, compile financials for annual tax preparation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Mitchell Pittinos'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

February 17, 2021 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 2 W Washington St Ste 800, Greenville, SC 29601
RIA
CRD#: 283390
GREENVILLE, SC
Current

February 17, 2021 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 101 N 3rd St Fl 3, Wilmington, NC 28401Office #2: 2 W Washington St Fl 8, Greenville, SC 29601
BD
CRD#: 17499
Wilmington, NC
Past

January 2, 2013 - February 17, 2021

BB&T SECURITIES, LLC

RIA
CRD#: 142785
RICHMOND, VA
Past

January 2, 2013 - February 17, 2021

BB&T SECURITIES, LLC

BD
CRD#: 142785
RICHMOND, VA
Past

May 4, 2011 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

RIA
CRD#: 6255
GREENVILLE, SC
Past

May 2, 2011 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
GREENVILLE, SC
Past

August 27, 2009 - May 3, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
GREER, SC
Past

August 25, 2009 - May 3, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
GREER, SC
Past

December 18, 2007 - August 26, 2009

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
LAURENS, SC
Past

December 14, 2007 - August 26, 2009

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
LAURENS, SC
Past

August 15, 2005 - December 21, 2005

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
PALO ALTO, CA
Past

August 12, 2005 - December 21, 2005

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

September 11, 2002 - August 23, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
SAN FRANCISCO, CA
Past

September 11, 2002 - August 23, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

October 25, 2001 - August 15, 2002

BANC OF AMERICA SECURITIES LLC

RIA
CRD#: 26091
SAN FRANCISCO, CA
Past

March 15, 2001 - August 15, 2002

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY

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
Arizona
(2/17/2021)
RR
Arkansas
(2/17/2021)
RR
California
(2/17/2021)
RR
Colorado
(2/17/2021)
RR
Delaware
(4/7/2025)
RR
District of Columbia
(2/17/2021)
RR
Florida
(2/17/2021)
RR
Georgia
(2/17/2021)
RR
Idaho
(12/3/2021)
RR
Illinois
(2/17/2021)
RR
Indiana
(7/24/2024)
RR
Iowa
(4/3/2025)
RR
Kentucky
(2/17/2021)
RR
Louisiana
(5/28/2025)
RR
Maine
(1/31/2025)
RR
Maryland
(8/18/2021)
RR
Massachusetts
(1/2/2025)
RR
Michigan
(2/17/2021)
RR
Mississippi
(5/28/2025)
RR
Missouri
(5/1/2023)
RR
Montana
(2/17/2021)
RR
Nebraska
(5/28/2025)
RR
New Hampshire
(2/17/2021)
RR
New Jersey
(2/17/2021)
RR
New Mexico
(5/28/2025)
RR
New York
(2/17/2021)
RR
North Carolina
(2/17/2021)
IAR
North Carolina
(10/3/2024)
RR
North Dakota
(5/28/2025)
RR
Ohio
(2/17/2021)
RR
Oregon
(2/17/2021)
RR
Rhode Island
(5/28/2025)
RR
South Carolina
(2/17/2021)
IAR
South Carolina
(2/17/2021)
RR
Tennessee
(2/17/2021)
RR
Texas
(2/17/2021)
IAR
Texas
(11/2/2021)
RR
Virginia
(2/17/2021)
RR
Washington
(4/3/2025)
RR
West Virginia
(4/7/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/11/2001
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/4/2001
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 31
Date: 1/4/2012
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 3/14/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 1/30/2008
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#: 283390Greenville, SC 29601

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