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Ashleigh N. Overly

TRUIST ADVISORY SERVICES
NASHVILLE, TN 37203
Some features on this profile are disabled
CRD#: 5758378
AO

Professional summary

Ashleigh Nicole Overly, who also goes by Ashleigh Overly, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Nashville, Tennessee and TRUIST INVESTMENT SERVICES, INC. located in Nashville, Tennessee.

Ashleigh is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Ashleigh has worked at 3 firms and has passed the Series 63, Series 66, SIE, Series 79, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ashleigh Overly

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.
30A SERENITY NOW LLC POSITION: Member NATURE: Member of a 4 person LLC that owns a rental property in Inlet Beach, FL. Rented in the summertime. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2020 ADDRESS: Tallahassee FL, United States DESCRIPTION: None; property is rented via a third-party property management company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashleigh Nicole Overly'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

September 28, 2020 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 3322 West End Ave Fl 6, Nashville, TN 37203
RIA
CRD#: 283390
NASHVILLE, TN
Current

September 22, 2020 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 3322 West End Ave Ste 620, Nashville, TN 37203
BD
CRD#: 17499
NASHVILLE, TN
Past

December 4, 2017 - June 24, 2019

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
NASHVILLE, TN
Past

September 20, 2016 - June 24, 2019

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
NASHVILLE, TN
Past

October 20, 2010 - September 26, 2016

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA

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
(1/21/2021)
RR
Florida
(9/22/2020)
RR
Georgia
(1/21/2021)
IAR
Tennessee
(9/28/2020)
RR
Tennessee
(1/22/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 1/21/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/4/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 11/19/2011
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 10/19/2010
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/31/2017
General Securities Principal Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts124,363
AUM (Assets Under Management)$ 67,736,740,585

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

TRUIST ADVISORY SERVICES, INC.

CRD#: 283390Nashville, TN 37203

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