Donna S. Mcphillips

TRUIST ADVISORY SERVICES

OCALA, FL 34470

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CRD#: 5030157

Professional summary

Donna Suzanne Mcphillips, who also goes by Donna Suzanne Huntsman, Donna Mcphillips, Donna Suzanne Schuster, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Ocala, Florida and TRUIST INVESTMENT SERVICES, INC. located in Ocala, Florida.

Donna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Donna has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donna Suzanne Huntsman | Donna Mcphillips | Donna Suzanne Schuster

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.

1.)Regions Bank, wealth advisor, customer service, deposit accounts, loans and credit card products. Fixed Insurance sales through the bank. 2.) VICE PRESIDENT/TREASURER OF MSC HORSE SHOWS INC., KEEP TRACK OF BOOKS, BOOKKEEPING, PAY BILLS, DUAL SIGNATURE OF CHECKING ACCT, 3HRS WK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Suzanne Mcphillips's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 1, 2022 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 3500 E Silver Spring Blvd, Ocala, FL 34470

RIA

CRD#: 283390

OCALA, FL

Current

August 22, 2022 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 3500 E Silver Springs Blvd, Ocala, FL 34470

CRD#: 17499

Ocala, FL

Past

January 28, 2016 - August 23, 2022

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

OCALA, FL

Past

December 3, 2015 - August 23, 2022

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

OCALA, FL

Past

April 16, 2014 - December 2, 2014

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

OCALA, FL

Past

April 15, 2013 - January 29, 2014

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

OCALA, FL

Past

March 18, 2013 - December 2, 2014

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

OCALA, FL

Past

June 12, 2008 - March 31, 2012

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

OCALA, FL

Past

June 5, 2008 - March 31, 2012

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

Past

May 9, 2006 - April 29, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

OCALA, FL

Past

November 17, 2005 - April 29, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

OCALA, 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".

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.

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

Florida
(8/22/2022)

IAR

Florida
(9/1/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/5/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/2005

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

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	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Donna S. Mcphillips

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Suzanne Mcphillips's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/5/2006

SIE

Date: 10/1/2018

Series 7

Date: 11/16/2005

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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