MB
Michael P. Bish
TRUIST ADVISORY SERVICES
CHARLOTTE, NC 28202
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CRD#: 4842880
MB
Professional summary
Michael P Bish, CFP®, who also goes by Michael Paul Bish, Michael Bish, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Charlotte, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Charlotte, North Carolina.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Michael 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
Michael Paul Bish | Michael Bish
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.
N/A POSITION: Property Owner jointly w/ Jennifer Bish NATURE: Renting out a property. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2022 ADDRESS: Old Fort NC, United States DESCRIPTION: Using a property manager and will have no day-to-day duties related to renting the home. N/A POSITION: Property Owner NATURE: Short term rental property managed by a third-party rental office. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2024 ADDRESS: Murrells Inlet SC, United States DESCRIPTION: Short Term rental property in Murrell's Inlet, SC managed by a third-party rental office.
CRS (Client Relationship Summary) - RIA
Click below to view Michael P Bish'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®
Experience
Current
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 214 N Tryon St Fl 46, Charlotte, NC 28202RIA
CRD#: 283390
CHARLOTTE, NC
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 4777 Sharon Rd Fl 2, Charlotte, NC 28210BD
CRD#: 17499
CHARLOTTE, NC
Past
December 8, 2017 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
December 8, 2017 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
December 21, 2009 - December 14, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
CHARLOTTE, NC
Past
September 24, 2009 - December 14, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
CHARLOTTE, NC
Past
March 12, 2008 - March 18, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
CHARLOTTE, NC
Past
October 14, 2004 - February 11, 2008
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
HERNDON, 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
Alabama(6/25/2024)
RR
Arizona(2/17/2021)
RR
California(2/17/2021)
RR
Colorado(2/17/2021)
RR
Connecticut(2/17/2021)
RR
Delaware(7/1/2024)
RR
District of Columbia(2/17/2021)
RR
Florida(2/17/2021)
RR
Georgia(2/17/2021)
RR
Illinois(2/17/2021)
RR
Kentucky(8/8/2024)
RR
Louisiana(2/17/2021)
RR
Maine(6/25/2024)
RR
Maryland(2/17/2021)
RR
Michigan(6/27/2024)
RR
Minnesota(6/25/2024)
RR
Mississippi(2/17/2021)
RR
Montana(2/17/2021)
RR
Nebraska(6/25/2024)
RR
New Jersey(5/17/2022)
RR
New Mexico(6/26/2024)
RR
New York(2/17/2021)
RR
North Carolina(2/17/2021)
IAR
North Carolina(2/17/2021)
RR
Ohio(2/17/2021)
RR
Oklahoma(6/30/2022)
RR
Oregon(2/17/2021)
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(2/17/2021)
RR
West Virginia(2/17/2021)
RR
Wisconsin(6/25/2024)
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.
