Eric J. Ackerman

TRUIST ADVISORY SERVICES

JUPITER, FL 33477

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CRD#: 5652971

Professional summary

Eric John Ackerman, who also goes by Eric Ackerman, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Jupiter, Florida and TRUIST INVESTMENT SERVICES, INC. located in Jupiter, Florida.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Eric has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Ackerman

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric John Ackerman'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

December 16, 2025 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 17350 N Alternate A1a, Jupiter, FL 33477

RIA

CRD#: 283390

JUPITER, FL

Current

December 1, 2025 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 17350 N Alternate A1a, Jupiter, FL 33477

CRD#: 17499

JUPITER, FL

Past

July 19, 2024 - November 24, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

WEST PALM BEACH, FL

Past

July 18, 2024 - November 24, 2025

LPL FINANCIAL LLC

CRD#: 6413

WEST PALM BEACH, FL

Past

August 31, 2022 - June 20, 2024

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

NEW YORK, NY

Past

May 1, 2019 - June 20, 2024

OSAIC INSTITUTIONS, INC.

CRD#: 35371

NEW YORK, NY

Past

July 24, 2017 - May 1, 2019

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

June 18, 2013 - June 15, 2017

FOUR POINTS CAPITAL PARTNERS LLC

CRD#: 43149

NEW YORK, NY

Past

April 8, 2009 - July 16, 2013

COLUMBUS ADVISORY GROUP, LTD.

CRD#: 126331

NEW YORK, NY

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

Florida
(12/1/2025)

IAR

Florida
(12/16/2025)

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: 8/30/2022

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/15/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/7/2009

General Securities 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 CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (12/1/2025)

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (12/1/2025)

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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Advisor Monitoring

Firm Stability Insights

Eric J. Ackerman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric John Ackerman's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

CITIGROUP GLOBAL MARKETS INC.

FOUR POINTS CAPITAL PARTNERS LLC

COLUMBUS ADVISORY GROUP, LTD.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2022

Series 63

Date: 4/15/2009

SIE

Date: 10/1/2018

Series 7

Date: 4/7/2009

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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