Danielle Conti
Professional summary
Danielle Conti, who also goes by Danielle Christine Conti, Danielle Conti, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia.
Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Danielle has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Danielle Conti's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 9, 2023 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 303 Peachtree Street Ne 31st Floor, Atlanta, GA 30308February 18, 2020 - August 4, 2022
INVESCO DISTRIBUTORS, INC.
June 17, 2014 - May 6, 2019
FEF DISTRIBUTORS, LLC
August 27, 2013 - June 12, 2014
ALPS DISTRIBUTORS, INC.
January 14, 2013 - June 17, 2014
STADION MONEY MANAGEMENT, LLC
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.
Highlighted states indicate IAR registrations
(6/9/2023)
Exams
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
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