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Eduardo Navaza

TRUIST ADVISORY SERVICES
CORAL GABLES, FL 33134
Some features on this profile are disabled
CRD#: 6181433
EN

Professional summary

Eduardo Navaza is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Coral Gables, Florida and TRUIST INVESTMENT SERVICES, INC. located in Coral Gables, Florida.

Eduardo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Eduardo has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eduardo Navaza's CRS (Customer Relationship Summary).
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®
None

Experience

Current

March 26, 2024 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 201 Alhambra Cir Fl 14, Coral Gables, FL 33134
RIA
CRD#: 283390
CORAL GABLES, FL
Current

March 20, 2024 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 201 Alhambra Cir Ste 1402, Coral Gables, FL 33134
BD
CRD#: 17499
CORAL GABLES, FL
Past

February 9, 2023 - March 5, 2024

SANTANDER SECURITIES LLC

RIA
CRD#: 41791
Miami, FL
Past

February 8, 2023 - March 5, 2024

SANTANDER SECURITIES LLC

BD
CRD#: 41791
Miami, FL
Past

February 8, 2022 - February 6, 2023

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Coral Gables, FL
Past

January 26, 2022 - February 6, 2023

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Coral Gables, FL
Past

April 2, 2019 - October 14, 2022

TD AMERITRADE, INC.

RIA
CRD#: 7870
CORAL GABLES, FL
Past

April 2, 2019 - February 6, 2023

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
Coral Gables, FL
Past

March 12, 2019 - February 6, 2023

TD AMERITRADE, INC.

BD
CRD#: 7870
CORAL GABLES, FL
Past

September 14, 2016 - August 28, 2017

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
CORAL GABLES, FL
Past

June 9, 2015 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
MIAMI, FL
Past

February 12, 2015 - August 28, 2017

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
MIAMI, FL
Past

April 29, 2013 - July 24, 2013

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
CORAL GABLES, FL

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
Florida
(3/20/2024)
IAR
Florida
(3/26/2024)
RR
Georgia
(2/19/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/1/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/28/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/15/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/26/2013
Investment Company Products/Variable Contracts Representative Examination
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
Registered Investment Advisory firm - (5/18/2016 Approved)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (12/1/2025)
TAS AMC WRAP MANAGED PROGRAMS BROCHURE (12/1/2025)

Regulatory assets under management

Total Number of Accounts124,363
AUM (Assets Under Management)$ 67,736,740,585

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/24/2025
Cover Page
Report
03/28/2024
Cover Page
Report
04/26/2023
Cover Page
Report

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#: 283390Coral Gables, FL 33134

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