Adam P. Canevazzi
Professional summary
Adam Paul Canevazzi, who also goes by Adam P Canevazzi, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Annaplois, Maryland and TRUIST INVESTMENT SERVICES, INC. located in Annapolis, Maryland.
Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Adam has worked at 6 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Adam Paul Canevazzi's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2023 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 5 Church Cir, Annaplois, MD 21401January 4, 2023 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 5 Church Cir, Annapolis, MD 21401August 28, 2019 - October 25, 2022
CETERA INVESTMENT SERVICES LLC
August 16, 2019 - October 25, 2022
CETERA INVESTMENT ADVISERS LLC
September 4, 2013 - January 5, 2018
PNC WEALTH MANAGEMENT LLC
September 4, 2013 - January 5, 2018
PNC WEALTH MANAGEMENT LLC
April 20, 2011 - August 22, 2013
VALIC FINANCIAL ADVISORS, INC.
October 27, 2010 - August 22, 2013
VALIC FINANCIAL ADVISORS, INC.
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.
Visual representation of state registrations
(1/4/2023)
(1/4/2023)
Exams
Series 6TO
Date: 1/4/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
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#: 283390Annaplois, MD 21401TRUST BUT VERIFY
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