TS
Tomer Shoval
TRUIST ADVISORY SERVICES
WASHINGTON, DC 20008
Some features on this profile are disabled
CRD#: 5437383
TS
Professional summary
Tomer Shoval is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Washington, District Of Columbia and TRUIST INVESTMENT SERVICES, INC. located in Largo, Maryland.
Tomer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Tomer has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
LEAH SHOVAL - HOUSING: RESIDENTIAL - ONE FAMILY RENTAL POSITION: Owner NATURE: My wife and I own a condominium rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/05/2016 ADDRESS: , Washington DC , United States DESCRIPTION: This is an update to my initial note about my Duties/Responsibilities.My wife and I no longer have a management company for this property. However, my Duties/Responsibilities are very limited.
CRS (Client Relationship Summary) - RIA
Click below to view Tomer Shoval'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
September 9, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 5000 Connecticut Ave Nw, Washington, DC 20008RIA
CRD#: 283390
WASHINGTON, DC
Current
October 19, 2012 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1010 Largo Center Dr, Largo, MD 20774Office #2: 7788 Riverdale Rd, New Carrollton, MD 20784Office #3: 19130 Montgomery Village Ave, Montgomery Village, MD 20886Office #4: 9411 Annapolis Rd, Lanham, MD 20706Office #5: 405 Manning Rd, Accokeek, MD 20607Office #6: 24 Watkins Park Dr, Upper Marlboro, MD 20774Office #7: 4805 Annapolis Rd, Bladensburg, MD 20710Office #8: 5600 Greenbelt Rd, College Park, MD 20740Office #9: 1900 Queens Chapel Rd, Hyattsville, MD 20782Office #10: 7620 S Osborne Rd, Upper Marlboro, MD 20772Office #11: 10801 Indian Head Hwy, Fort Washington, MD 20744Office #12: 41 Audrey Ln, Oxon Hill, MD 20745BD
CRD#: 17499
Largo, MD
Past
October 24, 2012 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
WASHINGTON, DC
Past
June 21, 2011 - October 2, 2012
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
WASHINGTON, DC
Past
December 4, 2007 - October 2, 2012
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
WASHINGTON, DC
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
California(3/12/2020)
RR
Connecticut(11/16/2022)
RR
Delaware(3/11/2020)
RR
District of Columbia(10/19/2012)
RR
Florida(8/7/2015)
RR
Georgia(8/7/2019)
RR
Illinois(1/14/2020)
RR
Maryland(10/19/2012)
IAR
Maryland(9/9/2016)
RR
Massachusetts(10/3/2025)
RR
Michigan(11/4/2021)
RR
New Jersey(9/23/2019)
RR
New Mexico(5/27/2025)
RR
New York(12/13/2019)
RR
North Carolina(11/21/2024)
RR
Ohio(12/17/2020)
RR
Oklahoma(6/20/2024)
RR
Pennsylvania(10/13/2020)
RR
South Carolina(5/20/2019)
RR
Tennessee(8/13/2024)
RR
Texas(7/8/2025)
RR
Virginia(10/19/2012)
RR
Washington(1/17/2020)
RR
Wyoming(10/23/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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.
