EW
Eileen M. Wood
TRUIST ADVISORY SERVICES
MOUNT LAUREL, NJ 08054
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CRD#: 4361717
EW
Professional summary
Eileen Marion Wood, who also goes by Eileen Marion Sharkey, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Mount Laurel, New Jersey and TRUIST INVESTMENT SERVICES, INC. located in Mount Laurel, New Jersey.
Eileen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Eileen has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eileen Marion Sharkey
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.
JOSEPH'S HOUSE OF CAMDEN POSITION: Board of Director and Treasurer NATURE: Homeless shelter that provides overnight accommodations for up to 80 guests; shelter also provides health, wellness and social services to homeless men and women. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/12/2024 ADDRESS: Camden NJ, United States DESCRIPTION: Board activities will include working with the governance and community outreach committees to develop greater awareness of the effect of homelessness and how the community can support Joseph's House efforts. The board is creating a Treasurer position to oversee the finances and prepare reports to the Board covering our assets/liabilities and operating budget. RJM TAVISTOCK LLC POSITION: President NATURE: RJM Tavistock LLC was established to own a residential property (condominium) located in Cherry Hill, NJ. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/26/2025 ADDRESS: Voorhees NJ, United States DESCRIPTION: Managing the residential property located in Cherry Hill, NJ. All revenue and expenses for the property will be titled in the business entity name.
CRS (Client Relationship Summary) - RIA
Click below to view Eileen Marion Wood'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
July 11, 2023 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 8000 Midatlantic Dr, Mount Laurel, NJ 08054RIA
CRD#: 283390
MOUNT LAUREL, NJ
Current
May 31, 2023 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 8000 Midlantic Dr Ste 110s, Mount Laurel, NJ 08054BD
CRD#: 17499
Mount Laurel, NJ
Past
June 16, 2001 - December 31, 2008
PNC CAPITAL MARKETS LLC
BD
CRD#: 15647
PITTSBURGH, PA
Past
May 25, 2001 - June 16, 2001
J.J.B. HILLIARD, W.L. LYONS, LLC
BD
CRD#: 453
LOUISVILLE, KY
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
New Jersey(7/6/2023)
IAR
New Jersey(7/11/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/31/2023
General Securities Representative ExaminationGeneral 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
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.
