WM
William Mcreynolds
TRUIST ADVISORY SERVICES
NEW SMYRNA BEACH, FL 32169
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CRD#: 4375489
WM
Professional summary
William Mcreynolds, who also goes by Will Casey Mcreynolds, William C Mcreynolds, William Casey Mcreynolds, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in New Smyrna Beach, Florida and TRUIST INVESTMENT SERVICES, INC. located in New Smyrna Beach, Florida.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. William has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Will Casey Mcreynolds | William C Mcreynolds | William Casey Mcreynolds
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.
ROLL ENTERPRISES LLC POSITION: MEMBER NATURE: PARTNER INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 02/02/2010 ADDRESS: 2640 GLEN FOREST DRIVE, APOPKA FL 32712 DESCRIPTION: THIS IS A LLC FOR HOLDING INVESTMENT REALESTATE ROLL PROPERTY GROUP POSITION: MANAGER NATURE: OWNER/SOLE PROPRIETOR INVESTMENT RELATED: NO NUMBER OF HOURS: 15 INVESTMENT RELATED HOURS: 1 START DATE: 10/08/2012 ADDRESS: 2640 GLEN FOREST DRIVE, APOPKA FL 32712 DESCRIPTION: INVESTMENT REALESTATE COMPANY FORMED TO BUY INVESTMENT REALESTE TO IMPTOVE AND SELL ROLL MANAGMENT GROUP POSITION: MEMBER NATURE: PARTNER INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 06/12/2013 ADDRESS: 2640 GLEN FOREST DRIVE, APOPKA FL 32712 DESCRIPTION: THIS IS JUST A HOLDING COMPANY LIKE MY OTHER BUSINESS ROLL ENTERPRISES THAT HOLDS PROPERTIES FOR RENTAL. I HAVE A DIFFERANT PARTNER IN THIS ONE SO MY CPA WANTED ME TO OPEN ANOTHER COMPANY FOR PROPERTIES BOUGHT WITH THIS FRIEND OF MINE. GINA MCREYNOLDS FOUNDATION POSITION: Vice President NATURE: 501c3 Foundation that helps women with young children battling breast cancer. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2012 ADDRESS: 1631 Rock Springs Rd, PMB 106, Apopka FL 32712
CRS (Client Relationship Summary) - RIA
Click below to view William Mcreynolds'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
March 2, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 705 E 3rd Ave, New Smyrna Beach, FL 32169RIA
CRD#: 283390
NEW SMYRNA BEACH, FL
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 705 E 3rd Ave, New Smyrna Beach, FL 32169Office #2: 15 Pine Cone Dr, Palm Coast, FL 32137Office #3: 4600 Us Highway 1 S, Saint Augustine, FL 32086Office #4: 7446 Us Highway 1 N, Saint Augustine, FL 32095BD
CRD#: 17499
New Smyrna Beach, FL
Past
January 2, 2018 - March 2, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
August 31, 2010 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
ALTAMONTE SPRINGS, FL
Past
July 14, 2010 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
ALTAMONTE SPRINGS, FL
Past
August 23, 2002 - July 13, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
LAKE MARY, FL
Past
May 30, 2001 - June 20, 2002
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. PAUL, MN
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
California(2/17/2021)
RR
Colorado(2/17/2021)
RR
Connecticut(2/17/2021)
RR
Delaware(10/25/2021)
RR
Florida(2/17/2021)
IAR
Florida(3/2/2021)
RR
Georgia(2/17/2021)
RR
Idaho(7/12/2024)
RR
Illinois(2/17/2021)
RR
Indiana(2/17/2021)
RR
Kentucky(5/19/2023)
RR
Maine(2/17/2021)
RR
Maryland(2/17/2021)
RR
Massachusetts(2/17/2021)
RR
Michigan(2/17/2021)
RR
Minnesota(2/17/2021)
RR
Missouri(2/17/2021)
RR
Montana(8/27/2024)
RR
Nebraska(7/2/2024)
RR
New Hampshire(2/17/2021)
RR
New Jersey(2/17/2021)
RR
New York(2/17/2021)
RR
North Carolina(2/17/2021)
RR
North Dakota(2/17/2021)
RR
Ohio(2/17/2021)
RR
Oregon(5/12/2021)
RR
Pennsylvania(2/17/2021)
RR
South Carolina(2/17/2021)
RR
Tennessee(2/17/2021)
RR
Texas(2/17/2021)
IAR
Texas(4/15/2021)
RR
Vermont(2/17/2021)
RR
Virginia(2/17/2021)
RR
Washington(7/19/2024)
RR
West Virginia(2/17/2021)
RR
Wisconsin(1/10/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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#: 283390New Smyrna Beach, FL 32169TRUST BUT VERIFY
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