MW
Michael G. Wille
TRUIST ADVISORY SERVICES
NEW BERN, NC 28560
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CRD#: 4918368
MW
Professional summary
Michael Gerard Wille, who also goes by Michael Wille, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in New Bern, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in New Bern, North Carolina.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Michael has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Wille
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.
RENTAL PROPERTY UNDER TRUST POSITION: Trustee NATURE: Rental home owned under a Revocable Trust, which my wife and I are the Trustees. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: , Atlantic Beach NC , United States DESCRIPTION: We are going to be renting our beach house and have help/managers in place. My wife will handle most of the coordinating involved and we have full management team in place. GOLDEN LEAF RENTALS, LLC POSITION: Member/Manager NATURE: LLC that owns rental real estate. My wife, Alison Wille, and I are the member/managers. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: , Wilson NC , United States DESCRIPTION: Properties owned by Golden Leaf Rentals are managed by a hired professional property management company. My responsibilities are limited to general management and aspectsrelating to properly maintaining the LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Gerard Wille'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: 375 S Front St, New Bern, NC 28560RIA
CRD#: 283390
NEW BERN, NC
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 375 S Front St, New Bern, NC 28560BD
CRD#: 17499
New Bern, NC
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
September 1, 2017 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
WILSON, NC
Past
September 1, 2017 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
WILSON, NC
Past
September 21, 2010 - September 13, 2017
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ROCKY MOUNT, NC
Past
December 24, 2008 - September 20, 2010
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ROCKY MOUNT, NC
Past
December 24, 2008 - September 13, 2017
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ROCKY MOUNT, NC
Past
September 12, 2005 - October 21, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
OWINGS MILLS, MD
Past
September 12, 2005 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 12, 2005 - October 21, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
OWINGS MILLS, MD
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(4/22/2024)
RR
Arizona(4/22/2024)
RR
California(4/22/2024)
RR
Colorado(4/22/2024)
RR
Delaware(4/22/2024)
RR
District of Columbia(4/22/2024)
RR
Florida(4/22/2024)
RR
Georgia(4/22/2024)
RR
Illinois(4/22/2024)
RR
Indiana(4/22/2024)
RR
Kansas(7/11/2025)
RR
Maryland(4/22/2024)
RR
Massachusetts(4/22/2024)
RR
Missouri(4/22/2024)
RR
New Hampshire(4/22/2024)
RR
New Jersey(4/22/2024)
RR
New York(4/22/2024)
RR
North Carolina(2/17/2021)
IAR
North Carolina(2/17/2021)
RR
Ohio(4/22/2024)
RR
Pennsylvania(4/22/2024)
RR
South Carolina(4/22/2024)
RR
Tennessee(4/22/2024)
RR
Texas(4/22/2024)
RR
Utah(4/22/2024)
RR
Virginia(7/3/2025)
RR
Washington(4/22/2024)
RR
West Virginia(4/22/2024)
Exams
State Security Law 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.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390New Bern, NC 28560TRUST BUT VERIFY
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