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Craig A. Coopersmith
TRUIST ADVISORY SERVICES
OVIEDO, FL 32765
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CRD#: 4749244
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Professional summary
Craig Adam Coopersmith is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Oviedo, Florida and TRUIST INVESTMENT SERVICES, INC. located in Oviedo, Florida.
Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Craig has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
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.
NAME OF BUSINESS: HOUSE RENTAL (NON-INVESTMENT RELATED) LOCATION OF BUSINESS: OVIEDO, FL NATURE OF BUSINESS: PROPERTY RENTAL TITLE & DESCRIPTION OF DUTIES OF BUSINESS: OWNER DATE ASSOCIATION BEGAN: 01/01/2013 TIME DEVOTED: 0-HOURS DEVOTED PER MONTH DURING BUSINESS HOURS/2-HOURS DEVOTED PER MONTH AFTER BUSINESS HOURS SCOOTER PROPERTIES, LLC POSITION: Partner NATURE: Rental properties INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2016 ADDRESS: Oviedo FL, United States DESCRIPTION: property management RNCC INVESTMENTS, LLC POSITION: Managing Member NATURE: THIS LLC WILL INVEST IN A LIMITED PARTNERSHIP OWNING AN RV/BOAT STORAGE FACILITY. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: ORLANDO FL, UNITED STATES DESCRIPTION: THIS LIMITED PARTNERSHIP DOES NOT REQUIRE ANY RESPONSIBILITIES FROM ME. OVIEDO POLICE FOUNDATION POSITION: Board Member NATURE: The Oviedo Police Foundation was established in 2013 as an independent, non-profit organization (under Section 501(c)(3) of the Internal Revenue Code) by a group of Oviedo citizens who desire to enhance the Oviedo Police Department. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/13/2024 ADDRESS: Oviedo FL, United States DESCRIPTION: Volunteer to help with fundraising events and voting authority on use of funds raised.
CRS (Client Relationship Summary) - RIA
Click below to view Craig Adam Coopersmith'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
August 18, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1880 W County Rd 419, Oviedo, FL 32765RIA
CRD#: 283390
OVIEDO, FL
Current
January 21, 2004 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1880 W County Road 419, Oviedo, FL 32765BD
CRD#: 17499
Oviedo, FL
Past
July 5, 2006 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
ORLANDO, FL
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(2/9/2011)
RR
Alaska(8/7/2023)
RR
Arizona(7/26/2023)
RR
Arkansas(7/21/2023)
RR
California(1/14/2011)
RR
Colorado(11/27/2019)
RR
Connecticut(6/11/2010)
RR
Delaware(7/26/2023)
RR
District of Columbia(7/18/2023)
RR
Florida(1/21/2004)
IAR
Florida(8/18/2016)
RR
Georgia(1/26/2004)
RR
Hawaii(1/22/2021)
RR
Idaho(7/14/2023)
RR
Illinois(8/17/2021)
RR
Indiana(1/23/2019)
RR
Iowa(7/17/2023)
RR
Kansas(3/1/2023)
RR
Kentucky(7/17/2023)
IAR
Louisiana(7/13/2023)
RR
Louisiana(7/14/2023)
RR
Maine(11/3/2010)
RR
Maryland(7/21/2023)
RR
Massachusetts(7/17/2023)
RR
Michigan(4/8/2016)
RR
Minnesota(7/14/2023)
RR
Mississippi(1/21/2011)
RR
Missouri(7/14/2023)
RR
Montana(7/14/2023)
RR
Nebraska(7/14/2023)
RR
Nevada(4/28/2022)
RR
New Hampshire(7/21/2017)
RR
New Jersey(1/14/2011)
RR
New Mexico(1/24/2019)
RR
New York(1/5/2010)
RR
North Carolina(10/17/2017)
RR
North Dakota(7/17/2023)
RR
Ohio(1/19/2011)
RR
Oklahoma(8/23/2019)
RR
Oregon(1/14/2011)
RR
Pennsylvania(1/19/2011)
RR
Puerto Rico(7/17/2023)
IAR
Rhode Island(7/11/2023)
RR
Rhode Island(7/20/2023)
RR
South Carolina(4/26/2019)
RR
South Dakota(2/15/2022)
RR
Tennessee(7/17/2023)
RR
Texas(1/29/2011)
IAR
Texas(3/13/2017)
RR
Utah(1/24/2011)
RR
Vermont(7/18/2023)
RR
Virginia(11/1/2006)
RR
Washington(12/3/2009)
RR
West Virginia(7/17/2023)
RR
Wisconsin(7/17/2023)
RR
Wyoming(7/14/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
