Laurel E. Coleman
Professional summary
Laurel Elyse Coleman, who also goes by Laurel Elyse Ellison, Laurel Ellison, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Greenville, South Carolina and TRUIST INVESTMENT SERVICES, INC. located in Greenville, South Carolina.
Laurel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Laurel has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Laurel Elyse Coleman's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 2 W Washington St Fl 8, Greenville, SC 29601February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 2 W Washington St Fl 8, Greenville, SC 29601December 23, 2014 - February 17, 2021
BB&T SECURITIES, LLC
August 12, 2014 - February 17, 2021
BB&T SECURITIES, LLC
October 2, 2013 - August 1, 2014
MSI FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
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.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Greenville, SC 29601TRUST BUT VERIFY
Monitor Laurel Coleman
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