Joshua R. Crane
TRUIST ADVISORY SERVICES
WINSTON SALEM, NC 27104
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CRD#: 5535132
Professional summary
Joshua Robert Crane SR, CFP®, who also goes by Josh Crane, Joshua Robert Crane, Joshua Crane, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Winston Salem, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Winston-salem, North Carolina.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Joshua has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Josh Crane | Joshua Robert Crane | Joshua Crane
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.
CMJ PARTNERS LLC POSITION: Managing Member NATURE: Previously approved LLC that will obtain and hold rental real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2021 ADDRESS: Winston-Salem NC, United States DESCRIPTION: Managing Member with of LLC with brother-in-law that was created to own rental real estate. SECOND HARVEST FOOD BANK OF NW NC POSITION: Committee Member NATURE: I have been asked to join the Second Harvest Food Bank of Northwest NC Foundation Committee as a committee member. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/24/2023 ADDRESS: Winston-Salem NC, United States DESCRIPTION: Foundation committee member charged with overseeing the hiring of outside investment advisors to manage the funds and ongoing oversight of the foundation's assets. SECOND HARVEST FOOD BANK OF NW NC POSITION: Board Member NATURE: Second Harvest is a food bank serving a region in NW NC. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2024 ADDRESS: Winston-Salem NC, United States DESCRIPTION: At-large board member. PROVIDENCE POSITION: Board Member NATURE: Providence is a non-profit enterprise closely tied to the Second Harvest Food Bank of NW NC. It operates a community Culinary Training program which brings students in from all walks of life. My position as a Board Member would include 8 Board Meetings a year and be in a strategic capacity. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2025 ADDRESS: Winston-Salem NC, United States DESCRIPTION: Board Member - visionary/strategic advisory role.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Robert Crane SR'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®
CFP®
Start date: 2012
Experience
Current
December 11, 2020 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 110 Stratford Rd Ste 502, Winston Salem, NC 27104RIA
CRD#: 283390
WINSTON SALEM, NC
Current
December 11, 2019 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 110 S Stratford Rd Fl 5, Winston-salem, NC 27104BD
CRD#: 17499
Winston-salem, NC
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
October 1, 2012 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
WINSTON-SALEM, NC
Past
October 1, 2012 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
WINSTON-SALEM, NC
Past
August 5, 2008 - August 17, 2012
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
WINSTON SALEM, NC
Past
July 14, 2008 - August 17, 2012
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
WINSTON SALEM, NC
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(8/10/2023)
RR
Arizona(8/10/2023)
RR
Arkansas(8/10/2023)
RR
California(8/10/2023)
RR
Colorado(8/10/2023)
RR
Connecticut(8/10/2023)
RR
Delaware(8/10/2023)
RR
District of Columbia(8/10/2023)
RR
Florida(8/10/2023)
RR
Georgia(8/10/2023)
RR
Hawaii(8/10/2023)
RR
Idaho(8/10/2023)
RR
Illinois(8/10/2023)
RR
Indiana(8/10/2023)
RR
Kansas(8/10/2023)
RR
Kentucky(8/10/2023)
RR
Maryland(8/10/2023)
RR
Minnesota(8/10/2023)
RR
Mississippi(8/10/2023)
RR
Missouri(8/10/2023)
RR
New Hampshire(8/10/2023)
RR
New York(8/10/2023)
IAR
North Carolina(12/11/2020)
RR
North Carolina(2/17/2021)
RR
Ohio(8/10/2023)
RR
Oklahoma(8/10/2023)
RR
Pennsylvania(8/10/2023)
RR
South Carolina(8/10/2023)
RR
South Dakota(6/6/2025)
RR
Tennessee(8/10/2023)
RR
Texas(8/10/2023)
IAR
Texas(4/2/2024)
RR
Utah(8/10/2023)
RR
Vermont(8/10/2023)
RR
Virginia(8/10/2023)
RR
Washington(8/10/2023)
RR
West Virginia(8/10/2023)
RR
Wisconsin(8/10/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Winston Salem, NC 27104TRUST BUT VERIFY
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