Robert R. Greer
Professional summary
Robert Reaves Greer JR, who also goes by Robert Reaves Greer Jr., Robert Reaves Greer, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Raleigh, North Carolina.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Robert has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Reaves Greer JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2025 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 434 Fayetteville Street, Raleigh, NC 27601October 24, 2012 - November 12, 2013
CAPFINANCIAL SECURITIES, LLC.
August 6, 2009 - November 2, 2012
TRIAD ADVISORS LLC
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2025)
Exams
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
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.
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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Raleigh, NC 27601TRUST BUT VERIFY
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