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Robert Alexander Null

CFP®
TRUIST ADVISORY SERVICES
ATLANTA, GA
·CRD# 4396003·25 years experience

Professional Summary

Robert Alexander Null, CFP®, who also goes by Alex Null, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Atlanta, Georgia. Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Alex Null

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial Planner

Years of Experience

25 years in the financial services industry

Current & Past Employments

TRUIST ADVISORY SERVICES, INC.·CRD# 283390
RIA
303 Peachtree St, Ne Fl 33, Atlanta, GA 30308
October 11, 2016 - Present
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
BD
303 Peachtree St, Ne Fl 31, Atlanta, GA 30308
June 30, 2005 - Present
BB&T SECURITIES, LLC·CRD# 142785
RIA
Richmond, VA
December 10, 2019 - February 17, 2021
BB&T SECURITIES, LLC·CRD# 142785
BD
Richmond, VA
December 9, 2019 - February 17, 2021
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
RIA
Atlanta, GA
June 30, 2005 - December 31, 2016
TRUIST SECURITIES, INC.·CRD# 6271
RIA
Atlanta, GA
June 5, 2003 - June 30, 2005
TRUIST SECURITIES, INC.·CRD# 6271
BD
Atlanta, GA
March 18, 2003 - June 30, 2005
EDWARD JONES·CRD# 250
BD
St. Louis, MO
July 3, 2001 - February 19, 2003

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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 - SEC (5/18/2016 Approved)

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

# of Employees

2,461

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (8/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

129,307

AUM (Assets Under Management)

$77,391,727,185

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/09/2026Cover PageReport
04/24/2025Cover PageReport
03/28/2024Cover PageReport

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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.

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
District of Columbia
(7/5/2011)
RR
Florida
(7/5/2011)
RR
Georgia
(6/30/2005)
IAR
Georgia
(10/11/2016)
RR
Kentucky
(7/8/2011)
RR
Louisiana
(8/19/2011)
RR
Maryland
(7/5/2011)
RR
Massachusetts
(6/30/2005)
RR
Montana
(2/13/2012)
RR
Nevada
(7/8/2011)
RR
New Jersey
(6/30/2005)
RR
North Carolina
(7/5/2011)
RR
North Dakota
(7/8/2011)
RR
Oregon
(9/18/2017)
RR
South Carolina
(7/5/2011)
RR
Tennessee
(7/5/2011)
RR
Vermont
(7/1/2011)
RR
Virginia
(6/30/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2003About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2001About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2001About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Nov 2008About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Alexander Null's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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