Mayada A. Soufan
Professional summary
Mayada Ali Soufan, who also goes by Mayada A Soufan, Mayada Soufan, Meyada Ali Soufan, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Winter Park, Florida and TRUIST INVESTMENT SERVICES, INC. located in Winter Park, Florida.
Mayada is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Mayada has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mayada Ali Soufan's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 13, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 400 Park Ave S, Winter Park, FL 32789October 8, 2012 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 400 Park Ave S Ste 200, Winter Park, FL 32789June 1, 2016 - December 31, 2016
TRUIST INVESTMENT SERVICES, 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
(1/25/2016)
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(10/8/2012)
(9/13/2016)
(10/10/2012)
(1/24/2017)
(12/1/2016)
(4/26/2016)
(1/25/2016)
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(4/10/2017)
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(11/16/2016)
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(6/14/2017)
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(1/25/2016)
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(1/25/2016)
(1/25/2016)
(10/13/2016)
(1/25/2016)
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
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