ED
Erin E. Despres
TRUIST ADVISORY SERVICES
DUNCAN, SC
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CRD#: 5072480
ED
Professional summary
Erin Elizabeth Despres, who also goes by Erin E Despres, Elizabeth Erin Migliaccio, Erin Elizabeth Migliaccio, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Duncan, South Carolina and TRUIST INVESTMENT SERVICES, INC. located in Richmond, Virginia.
Erin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Erin has worked at 3 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Erin E Despres | Elizabeth Erin Migliaccio | Erin Elizabeth Migliaccio
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.
ZURVITA POSITION: Sales Consultant NATURE: Sales consultant for nutritional supplement beverage. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/11/2015 ADDRESS: Sanford FL DESCRIPTION: Sales consultant for nutritional supplement beverage. NORWEX POSITION: Sales Consultant NATURE: Chemical free and environmentally friendly cleaning supplies for your home. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: Coppell TX, United States DESCRIPTION: An independent sales consultant for Norwex cleaning products. I will be eligible for a commission on any products I sell but do not have intentions on being very active. I am mainly joining for the discount on products to purchase for my own use.
CRS (Client Relationship Summary) - RIA
Click below to view Erin Elizabeth Despres'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
December 13, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
DUNCAN, SC
Current
November 22, 2016 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1001 Semmes Ave Fl 1 3, 4 & 6, Richmond, VA, 23224BD
CRD#: 17499
RICHMOND, VA
Past
December 12, 2016 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
GREENVILLE, SC
Past
July 1, 2014 - November 17, 2016
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ORLANDO, FL
Past
April 1, 2014 - November 17, 2016
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ORLANDO, 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".
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(1/3/2017)
RR
Alaska(1/3/2017)
RR
Arizona(1/3/2017)
RR
Arkansas(1/3/2017)
RR
California(1/3/2017)
RR
Colorado(3/17/2017)
RR
Connecticut(1/3/2017)
RR
Delaware(2/24/2025)
RR
District of Columbia(1/3/2017)
RR
Florida(11/22/2016)
RR
Georgia(11/22/2016)
RR
Hawaii(2/24/2025)
RR
Idaho(1/3/2017)
RR
Illinois(1/3/2017)
RR
Indiana(1/3/2017)
RR
Iowa(1/3/2017)
RR
Kansas(1/3/2017)
RR
Kentucky(1/3/2017)
RR
Louisiana(1/3/2017)
RR
Maine(1/3/2017)
RR
Maryland(1/3/2017)
RR
Massachusetts(1/3/2017)
RR
Michigan(1/3/2017)
RR
Minnesota(1/3/2017)
RR
Mississippi(1/3/2017)
RR
Missouri(1/3/2017)
RR
Montana(1/3/2017)
RR
Nebraska(1/3/2017)
RR
Nevada(1/3/2017)
RR
New Hampshire(1/3/2017)
RR
New Jersey(5/12/2017)
RR
New Mexico(1/3/2017)
RR
New York(1/3/2017)
RR
North Carolina(1/5/2017)
RR
North Dakota(1/3/2017)
RR
Ohio(1/3/2017)
RR
Oklahoma(1/3/2017)
RR
Oregon(2/24/2025)
RR
Pennsylvania(2/24/2025)
RR
Puerto Rico(1/3/2017)
RR
Rhode Island(1/3/2017)
RR
South Carolina(1/3/2017)
IAR
South Carolina(8/3/2022)
RR
South Dakota(1/3/2017)
RR
Tennessee(1/3/2017)
RR
Texas(1/3/2017)
RR
Utah(1/3/2017)
RR
Vermont(2/24/2025)
RR
Virgin Islands(2/24/2025)
RR
Virginia(1/3/2017)
RR
Washington(1/3/2017)
RR
West Virginia(2/24/2025)
RR
Wisconsin(1/3/2017)
RR
Wyoming(5/1/2017)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 6/23/2020
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
