ZA
Zachary T. Avery
TRUIST ADVISORY SERVICES
COLUMBUS, GA 31901
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CRD#: 5425494
ZA
Professional summary
Zachary Twain Avery, who also goes by Zachary Avery, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Columbus, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Columbus, Georgia.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Zachary has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zachary Avery
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.
RUNNING A HOLDINGS LLC POSITION: Managing Member NATURE: The specific purposes of the company in regard to land owned in Pine Mountain, Georgia are i) to create and maintain habitat for native species ii) to provide opportunity for recreational purposes, and iii) to manage long term timber value. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2024 ADDRESS: Pine Mountain GA, United States DESCRIPTION: In the role of Managing Member, I will be responsible for ensuring that the property owned by Running A Holdings, LLC is managed in such a way as to follow the specific long-term objectives of the company which are to preserve wildlife habitat, provide recreational activities, and to create long term timber value.
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Twain Avery'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
May 8, 2019 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1246 1st Ave Fl 5, Columbus, GA 31901RIA
CRD#: 283390
COLUMBUS, GA
Current
May 7, 2019 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1246 1st Ave, Columbus, GA 31901Office #2: 1645 Bradley Park Dr, Columbus, GA 31904Office #3: 2050 Auburn Ave, Columbus, GA 31906Office #4: 3491 Courtyard Way, Columbus, GA 31909Office #5: 600 2nd Ave, Opelika, AL 36801Office #6: 325 N Gay St, Auburn, AL 36830Office #7: 1201 Broad St, Phenix City, AL 36867BD
CRD#: 17499
COLUMBUS, GA
Past
September 18, 2015 - May 9, 2019
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
COLUMBUS, GA
Past
September 17, 2015 - May 9, 2019
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
COLUMBUS, GA
Past
May 17, 2012 - September 21, 2015
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
AUBURN, AL
Past
May 15, 2012 - September 21, 2015
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
AUBURN, AL
Past
November 19, 2009 - May 16, 2012
MORGAN STANLEY
RIA
CRD#: 149777
ATLANTA, GA
Past
August 12, 2009 - May 16, 2012
MORGAN STANLEY
BD
CRD#: 149777
ATLANTA, GA
Past
October 24, 2008 - August 10, 2009
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAWRENCEVILLE, GA
Past
September 29, 2007 - March 5, 2008
J.P. TURNER & COMPANY, L.L.C.
BD
CRD#: 43177
ATLANTA, GA
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(5/7/2019)
IAR
Alabama(10/2/2024)
RR
Arkansas(1/14/2020)
RR
California(1/14/2020)
RR
Colorado(1/14/2020)
RR
District of Columbia(1/14/2020)
RR
Florida(5/7/2019)
RR
Georgia(5/7/2019)
IAR
Georgia(5/8/2019)
RR
Illinois(1/14/2020)
RR
Iowa(1/14/2020)
RR
Kentucky(6/24/2025)
RR
Louisiana(1/14/2020)
RR
Maryland(1/14/2020)
RR
Massachusetts(1/14/2020)
RR
Mississippi(11/3/2020)
RR
Missouri(1/14/2020)
RR
Montana(1/14/2020)
RR
Nevada(5/7/2019)
RR
New Jersey(1/14/2020)
RR
New Mexico(1/14/2020)
RR
New York(1/14/2020)
RR
North Carolina(1/14/2020)
RR
Ohio(4/23/2021)
RR
Pennsylvania(1/14/2020)
RR
Rhode Island(5/3/2021)
RR
South Carolina(1/14/2020)
RR
Tennessee(1/14/2020)
RR
Texas(1/14/2020)
RR
Virginia(1/14/2020)
RR
Wyoming(1/8/2024)
Exams
State Security Law Exam
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.
