HG
Haelie L. Guiney
TRUIST ADVISORY SERVICES
BRISTOW, VA 20136
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CRD#: 4769741
HG
Professional summary
Haelie Lee Guiney, who also goes by Haelie Guiney, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Bristow, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Manassas, Virginia.
Haelie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Haelie has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Haelie Guiney
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.
BONAPARTE PROPERTIES LLC POSITION: minority owner (2%) NATURE: For tax purposes, my husband is transitioning his Bonaparte Properties (rental properties) into an LLC. I will be listed as minority owner. Other than that, I will not be involved in this company at all. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 5501 Merchant View Sq. Suite 805, Haymarket VA 20169
CRS (Client Relationship Summary) - RIA
Click below to view Haelie Lee Guiney'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
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 10251 Bristow Center Dr, Bristow, VA 20136RIA
CRD#: 283390
BRISTOW, VA
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 9201 Church St, Manassas, VA 20110Office #2: 10251 Bristow Center Dr, Bristow, VA 20136BD
CRD#: 17499
Manassas, VA
Past
January 2, 2018 - February 17, 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
October 29, 2010 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
MIDDLEBURG, VA
Past
June 22, 2010 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
MIDDLEBURG, VA
Past
March 30, 2004 - June 16, 2010
PFS INVESTMENTS INC.
BD
CRD#: 10111
MANASSAS, VA
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
Alaska(6/14/2023)
RR
Arizona(11/20/2023)
RR
Arkansas(6/14/2023)
RR
California(2/17/2021)
RR
Connecticut(4/12/2024)
RR
Delaware(2/17/2021)
RR
District of Columbia(2/17/2021)
RR
Florida(2/17/2021)
RR
Georgia(6/14/2023)
RR
Hawaii(6/14/2023)
RR
Illinois(2/17/2021)
RR
Indiana(6/14/2023)
RR
Kansas(6/14/2023)
RR
Maryland(2/17/2021)
RR
Massachusetts(6/14/2023)
RR
Missouri(3/13/2025)
RR
Nebraska(6/14/2023)
RR
New Jersey(2/17/2021)
RR
New York(2/17/2021)
RR
North Carolina(2/17/2021)
RR
Ohio(2/17/2021)
RR
Oklahoma(6/14/2023)
RR
Pennsylvania(2/17/2021)
RR
South Carolina(2/17/2021)
RR
Tennessee(6/14/2023)
RR
Texas(2/17/2021)
RR
Vermont(7/15/2025)
RR
Virginia(2/17/2021)
IAR
Virginia(2/17/2021)
RR
Washington(6/14/2023)
RR
West Virginia(2/17/2021)
RR
Wisconsin(6/14/2023)
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
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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#: 283390Bristow, VA 20136TRUST BUT VERIFY
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