MP
Morgan B. Pearsall
TRUIST ADVISORY SERVICES
CENTREVILLE, VA 20121
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CRD#: 5867763
MP
Professional summary
Morgan Blaine Pearsall II, who also goes by Blaine Pearsall II, Morgan Blaine Pearsall III, Morgan Blaine Pearsall Ii Iii, Morgan Blaine Pearsall Ii, Morgan Blaine Pearsall Iii Ii, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Centreville, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Burke, Virginia.
Morgan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Morgan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Blaine Pearsall Ii | Morgan Blaine Pearsall Iii | Morgan Blaine Pearsall Ii Iii | Morgan Blaine Pearsall Ii | Morgan Blaine Pearsall Iii Ii
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.
POSITION: owner NATURE: Rental Property jointlyowned by myself and wife. Single family home located in Alexandria Virginia. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2013 ADDRESS: , Alexandria VA DESCRIPTION: Landlord. PRINCE WILLIAM COUNTY HISTORICAL COMMISSION POSITION: Vice-Chairman / At-Large Represenatitive NATURE: The Prince William County Historical Commission is composed of 16 citizens appointed by the Board of County Supervisors. The Historical Commission advises the Board in its efforts to identify,preserve, protect and promote Prince William County's historical sites, artifacts, buildings and events. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2017 ADDRESS: , Gainesville VA , United States DESCRIPTION: Members review land development applications and make recommendations regarding their impact on cultural resources; produce publications related to local history; provide input on the installation of historical highway markers; propose properties to be classified as County Registered Historic Sites; conduct tours; and award community service certificates.Vice-Chairman: Help facilitate monthly meeting
CRS (Client Relationship Summary) - RIA
Click below to view Morgan Blaine Pearsall II's 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®
NoneExperience
Current
September 21, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 14200-e Centreville Sq, Centreville, VA 20121RIA
CRD#: 283390
CENTREVILLE, VA
Current
May 27, 2016 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 6052 Burke Commons Rd, Burke, VA 22015Office #2: 14200 E Centreville Sq, Centreville, VA 20121BD
CRD#: 17499
Burke, VA
Past
May 27, 2016 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
LOVETTSVILLE, VA
Past
December 14, 2012 - May 31, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ALEXANDRIA, VA
Past
December 14, 2012 - May 31, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ALEXANDRIA, VA
Past
March 23, 2011 - December 19, 2012
MORGAN STANLEY
RIA
CRD#: 149777
WASHINGTON, DC
Past
January 12, 2011 - December 19, 2012
MORGAN STANLEY
BD
CRD#: 149777
WASHINGTON, DC
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
Arizona(5/27/2016)
RR
Arkansas(5/27/2016)
RR
California(5/27/2016)
RR
Colorado(5/27/2016)
RR
Connecticut(7/20/2016)
RR
Delaware(2/27/2019)
RR
District of Columbia(5/27/2016)
RR
Florida(5/27/2016)
RR
Georgia(5/27/2016)
RR
Illinois(5/27/2016)
RR
Indiana(2/27/2019)
RR
Iowa(2/27/2019)
RR
Kentucky(4/21/2025)
RR
Maryland(5/27/2016)
RR
Massachusetts(5/27/2016)
RR
Michigan(5/27/2016)
RR
Minnesota(2/27/2019)
RR
Montana(2/27/2019)
RR
Nebraska(2/27/2019)
RR
Nevada(2/27/2019)
RR
New Jersey(5/27/2016)
RR
New Mexico(2/27/2019)
RR
New York(5/27/2016)
RR
North Carolina(2/27/2019)
RR
Ohio(2/28/2019)
RR
Oregon(2/27/2019)
RR
Pennsylvania(5/27/2016)
RR
South Carolina(5/27/2016)
RR
Texas(5/27/2016)
RR
Vermont(11/21/2017)
RR
Virginia(5/27/2016)
IAR
Virginia(9/21/2016)
RR
Washington(2/27/2019)
RR
West Virginia(5/27/2016)
RR
Wisconsin(2/27/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
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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)
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.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Centreville, VA 20121TRUST BUT VERIFY
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