Michael J. Cheleuitte

TRUIST ADVISORY SERVICES

TOWSON, MD 21204

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CRD#: 5576467

Professional summary

Michael Joseph Cheleuitte, who also goes by Michael J. Cheleuitte, Michael J Cheleuitte Fort, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Towson, Maryland and TRUIST INVESTMENT SERVICES, INC. located in Towson, Maryland.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Michael has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael J. Cheleuitte | Michael J Cheleuitte Fort

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.

I*91498 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SELF-EMPLOYED DISC JOCKEY INVESTMENT RELATED: N ADDRESS OF BUSINESS: NOTTINGHAM, MARYLAND 21236 NATURE OF BUSINESS: OTHER, SELF-EMPLOYED POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 8/10/2014 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MUSIC/ENTERTAINMENT. DJ FOR HIRE FOR PRIVATE EVENTS AND LOCAL EVENTS IN BARS/CLUBS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Cheleuitte's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 25, 2025 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 627 York Rd, Towson, MD 21204

RIA

CRD#: 283390

TOWSON, MD

Current

August 12, 2025 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 627 York Rd, Towson, MD 21204

CRD#: 17499

TOWSON, MD

Past

March 24, 2016 - August 4, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HUNT VALLEY, MD

Past

March 17, 2016 - August 4, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HUNT VALLEY, MD

Past

June 17, 2014 - March 18, 2016

SCOTTRADE, INC.

CRD#: 8206

PIKESVILLE, MD

Past

September 16, 2013 - June 5, 2014

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

COLUMBIA, MD

Past

September 12, 2013 - June 5, 2014

EQUITABLE ADVISORS, LLC

CRD#: 6627

COLUMBIA, MD

Past

July 29, 2013 - August 13, 2013

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

TIMONIUM, MD

Past

January 25, 2013 - August 13, 2013

NYLIFE SECURITIES LLC

CRD#: 5167

TIMONIUM, MD

Past

September 22, 2008 - January 10, 2013

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

BALTIMORE, MD

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".

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.

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

Maryland
(8/25/2025)

IAR

Maryland
(8/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/18/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/6/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/20/2008

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

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	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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.

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Firm Stability Insights

Michael J. Cheleuitte

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Cheleuitte's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SCOTTRADE, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/18/2013

SIE

Date: 10/1/2018

Series 7

Date: 12/6/2012

Series 6

Date: 9/20/2008

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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