LG
Lailany E. Giraldes
TRUIST ADVISORY SERVICES
MIAMI, FL 33131
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CRD#: 5534046
LG
Professional summary
Lailany Elisabel Giraldes is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Miami, Florida and TRUIST INVESTMENT SERVICES, INC. located in Miami, Florida.
Lailany is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Lailany has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 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.
PAINTING/ ACRYLIC ABSTRACT/ MIXED MEDIA ART POSITION: N/A NATURE: THIS IS NOT A BUSINESS BUT A HOBBY OF PAINTING/ ACRYLIC ABSTRACT/ MIXED MEDIA ART THAT OCCASIONALLY CAN EARN INCOME BASED ON A PIECE FEE OR COMMISSIONED PIECE. INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 08/19/2021 ADDRESS: , MIAMI FL , United States DESCRIPTION: PAINTING/ ACRYLIC ABSTRACT/ MIXED MEDIA ART AMAZON KDP POSITION: CREATIVE CONTENT CONTRIBUTOR/AUTHOR NATURE: AMAZON KINDLE DIRECT PUBLISHING; SELF-BOOK PUBLISHING THROUGH THE AMAZON PLATFORM THAT INCLUDE JOURNALS, LOGS, NOTEBOOKS,ETC. I PROVIDE CONTENT AS A CREATIVE CONTRIBUTER. I AM NOT EMPLOYEE OR CONTRACTOR OF AMAZON. COMPENSATION IS PAID AS ROYALTIES BASED ON SALES AND IS PAID DIRECTLY TO ME WHICH DOES NOT REQUIRE FORMATION OF A BUSINESS ENTITY OR DBA. CREATIVE CONTENT IS DONE DURING THE WEEKS ON MY FREE TIME AND IS NOT INTERRUPTING MY REGULAR WORK SCHEDULE BETWEEN M-F BUSINESS HOURS. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2021 ADDRESS: , MIAMI FL , United States DESCRIPTION: AMAZON KINDLE DIRECT PUBLISHING; SELF-BOOK PUBLISHING THROUGH THE AMAZON PLATFORM THAT INCLUDE JOURNALS, LOGS, NOTEBOOKS,ETC. I PROVIDE CONTENT AS A CREATIVE CONTRIBUTER. I AM NOT EMPLOYEE OR CONTRACTOR OF AMAZON. COMPENSATION IS PAID AS ROYALTIES BASED ON SALES AND IS PAID DIRECTLY TO ME WHICH DOES NOT REQUIRE FORMATION OF A BUSINESS ENTITY OR DBA. CREATIVE CONTENT IS DONE DURING THE WEEKS ON MY FREE TIME AND IS NOT INTERRUPTING MY REGULAR WORK SCHEDULE BETWEEN M-F BUSINESS HOURS. LIVELY LEILANI POSITION: Owner/Sole Proprietor NATURE: Blog/social media content centered around baking, books, DIY projects and gift ideas. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2024 ADDRESS: Miami FL, United States DESCRIPTION: Blog/social media content centered around baking, books, DIY projects and gift ideas.
CRS (Client Relationship Summary) - RIA
Click below to view Lailany Elisabel Giraldes'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: 777 Brickell Ave Fl 1, Miami, FL 33131RIA
CRD#: 283390
MIAMI, FL
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 777 Brickell Ave Fl 9, Miami, FL 33131BD
CRD#: 17499
Miami, FL
Past
April 9, 2019 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
June 1, 2015 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
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(4/27/2021)
RR
Alaska(4/27/2021)
RR
Arizona(4/27/2021)
RR
Arkansas(4/27/2021)
RR
California(4/27/2021)
RR
Colorado(4/27/2021)
RR
Connecticut(4/27/2021)
RR
Delaware(4/27/2021)
RR
District of Columbia(4/27/2021)
RR
Florida(2/17/2021)
IAR
Florida(2/17/2021)
RR
Georgia(2/17/2021)
RR
Hawaii(4/27/2021)
RR
Idaho(4/27/2021)
RR
Illinois(4/27/2021)
RR
Indiana(4/27/2021)
RR
Iowa(4/27/2021)
RR
Kansas(4/27/2021)
RR
Kentucky(4/27/2021)
RR
Louisiana(4/27/2021)
RR
Maine(4/27/2021)
RR
Maryland(4/27/2021)
RR
Massachusetts(4/27/2021)
RR
Michigan(4/27/2021)
RR
Minnesota(4/27/2021)
RR
Mississippi(2/17/2021)
RR
Missouri(4/27/2021)
RR
Montana(4/27/2021)
RR
Nebraska(4/27/2021)
RR
Nevada(4/27/2021)
RR
New Hampshire(4/27/2021)
RR
New Jersey(4/27/2021)
RR
New Mexico(4/27/2021)
RR
New York(2/17/2021)
RR
North Carolina(2/17/2021)
RR
North Dakota(4/27/2021)
RR
Ohio(4/28/2021)
RR
Oklahoma(4/27/2021)
RR
Oregon(4/27/2021)
RR
Pennsylvania(2/17/2021)
RR
Puerto Rico(2/17/2021)
RR
Rhode Island(4/27/2021)
RR
South Carolina(4/27/2021)
RR
South Dakota(4/27/2021)
RR
Tennessee(4/27/2021)
RR
Texas(4/27/2021)
RR
Utah(4/27/2021)
RR
Vermont(4/27/2021)
RR
Virgin Islands(4/27/2021)
RR
Virginia(2/17/2021)
RR
Washington(4/27/2021)
RR
West Virginia(4/27/2021)
RR
Wisconsin(4/27/2021)
RR
Wyoming(4/27/2021)
Exams
State Security Law Exam
State Security Law Exam
General 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.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Miami, FL 33131TRUST BUT VERIFY
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