SB
Steven K. Blank
TRUIST ADVISORY SERVICES
SAINT ALBANS, WV 25177
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CRD#: 6027450
SB
Professional summary
Steven Kyle Blank, ChFC®, who also goes by Kyle Blank, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Saint Albans, West Virginia and TRUIST INVESTMENT SERVICES, INC. located in Saint Albans, West Virginia.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Steven has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle Blank
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.
STEVEN BLANK POSITION: Owner NATURE: Owner/Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2017 ADDRESS: 52 Westfield Place, Athens OH 45701 DESCRIPTION: rental property KB INVESTMENT PROPERTIES, LLC POSITION: Managing Partner NATURE: I sold the property so I no longer have this rental. The LLC is still open but no properties are in it currently. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2015 ADDRESS: 52 Westfield Place, Athens OH 45701
CRS (Client Relationship Summary) - RIA
Click below to view Steven Kyle Blank'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®
Experience
Current
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 520 6th Ave, Saint Albans, WV 25177RIA
CRD#: 283390
SAINT ALBANS, WV
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 520 6th Ave, Saint Albans, WV 25177Office #2: 4354 Us Route 60, Huntington, WV 25705Office #3: 352 State Route 34, Hurricane, WV 25526Office #4: 507 1st St, Huntington, WV 25701BD
CRD#: 17499
SAINT ALBANS, WV
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
January 18, 2017 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
CROSS LANES, WV
Past
January 9, 2017 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
CROSS LANES, WV
Past
February 28, 2012 - January 10, 2017
MWA FINANCIAL SERVICES INC.
BD
CRD#: 112630
Athens, OH
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(2/17/2021)
RR
Delaware(2/17/2021)
RR
District of Columbia(1/2/2023)
RR
Florida(2/17/2021)
RR
Georgia(2/18/2021)
RR
Illinois(2/17/2021)
RR
Indiana(2/17/2021)
RR
Kentucky(2/17/2021)
IAR
Louisiana(2/11/2022)
RR
Louisiana(2/15/2022)
RR
Maryland(2/17/2021)
RR
Mississippi(2/17/2021)
RR
New Jersey(2/17/2021)
RR
New York(2/17/2021)
RR
North Carolina(2/17/2021)
RR
Ohio(2/17/2021)
RR
Oklahoma(7/28/2022)
RR
Pennsylvania(2/17/2021)
RR
South Carolina(2/17/2021)
RR
Tennessee(2/17/2021)
RR
Texas(2/17/2021)
IAR
Texas(6/14/2023)
RR
Virginia(2/17/2021)
RR
West Virginia(2/17/2021)
IAR
West Virginia(2/17/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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#: 283390Saint Albans, WV 25177TRUST BUT VERIFY
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