Elyssa M. Gelsino
Professional summary
Elyssa Miriam Gelsino, who also goes by Elyssa M. Galsino, Elyssa M. Gelsino, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Boca Raton, Florida and TRUIST INVESTMENT SERVICES, INC. located in Boca Raton , Florida.
Elyssa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Elyssa has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elyssa Miriam Gelsino's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 31, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 701 N Federal Hwy, Boca Raton, FL 33432March 30, 2012 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 7400 Camino Real Ste 100, Boca Raton , FL 33433Office #2: 701 N Federal Hwy, Boca Raton, FL 33432May 30, 2012 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
October 23, 2009 - January 3, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 15, 2005 - October 23, 2009
BANC OF AMERICA 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
(3/30/2012)
(8/31/2016)
(4/4/2012)
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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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Boca Raton, FL 33432TRUST BUT VERIFY
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