Peter J. Protos
Professional summary
Peter J. Protos, CFP®, who also goes by Pj Protos, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Atlanta, Georgia.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Peter has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter J. Protos's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
September 20, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 740 Battery Ave, Se Ste 8500, Atlanta, GA 30339January 9, 2003 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 740 Battery Ave, Se Ste 8500, Atlanta, GA 30339February 5, 2003 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/29/2009)
(11/3/2020)
(5/26/2016)
(11/9/2006)
(2/5/2003)
(9/20/2016)
(3/2/2010)
(1/14/2015)
(9/28/2021)
(12/12/2018)
(3/15/2022)
(3/29/2021)
(11/6/2020)
(1/29/2009)
(1/23/2007)
(11/21/2024)
(10/2/2023)
(11/9/2006)
(8/17/2007)
(1/9/2017)
(3/13/2017)
(6/29/2007)
(3/22/2021)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
