WT
William R. Taylor
TRUIST ADVISORY SERVICES
CHARLOTTESVILLE, VA 22903
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CRD#: 6222639
WT
Professional summary
William Randolph Taylor, who also goes by William Taylor, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Charlottesville, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Charlottesville, Virginia.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. William has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William Taylor
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.
CHARLOTTESVILLE ANGEL NETWORK POSITION: Member NATURE: Dinner club of private investors in private companies:"CAN is a growing group of nearly 70 accredited investors and family offices. We are independent investors who make our own independent investment decisions. We are successful male and female executives, entrepreneurs, scientists, and engineers. We are individually and collectively eager to apply our skills and put our connections and capital to work to help entrepreneurs succeed.We are not a fund. Our members make no commitment to invest and are not charged a carry or management fee." https://cvilleangelnetwork.net/ INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2021 ADDRESS: , Charlottesville VA , United States DESCRIPTION: Attend dinners, see company pitches, and network with members and sponsors. ST. PAUL'S MEMORIAL CHURCH AT THE UNIVERSITY OF VIRGINIA POSITION: Treasurer, Chair of Finance Committee, Convention Delegate NATURE: St. Paul's is the official episcopal church of UVA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: , Charlottesville VA , United States DESCRIPTION: As non-vestry treasurer, I do not have a vote in lay leadership but recommend financial actions to the vestry. I also lead the finance committee, which recommends financial actions to the vestry.
CRS (Client Relationship Summary) - RIA
Click below to view William Randolph Taylor'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®
NoneExperience
Current
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 310 4th St Ne Ste 100, Charlottesville, VA 22903RIA
CRD#: 283390
CHARLOTTESVILLE, VA
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 310 4th St Ne Ste 100, Charlottesville, VA 22902BD
CRD#: 17499
CHARLOTTESVILLE, VA
Past
December 10, 2013 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
October 1, 2013 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
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(2/13/2024)
RR
Arizona(2/17/2021)
RR
California(2/17/2021)
RR
Colorado(2/17/2021)
RR
Connecticut(8/12/2024)
RR
Delaware(2/17/2021)
RR
District of Columbia(2/17/2021)
RR
Florida(2/17/2021)
RR
Georgia(2/17/2021)
RR
Hawaii(8/10/2021)
RR
Illinois(2/17/2021)
RR
Indiana(2/17/2021)
RR
Kansas(2/17/2021)
RR
Kentucky(2/17/2021)
RR
Louisiana(2/17/2021)
RR
Maine(3/10/2023)
RR
Maryland(2/17/2021)
RR
Massachusetts(2/17/2021)
RR
Minnesota(8/5/2024)
RR
Missouri(2/17/2021)
RR
Nevada(2/17/2021)
RR
New Hampshire(6/28/2022)
RR
New Jersey(5/3/2021)
RR
New Mexico(6/25/2025)
RR
New York(2/17/2021)
RR
North Carolina(2/17/2021)
RR
Ohio(2/17/2021)
RR
Oregon(2/17/2021)
RR
Pennsylvania(2/17/2021)
RR
South Carolina(2/17/2021)
RR
South Dakota(11/12/2024)
RR
Tennessee(2/17/2021)
RR
Texas(2/17/2021)
IAR
Texas(4/13/2021)
RR
Utah(8/22/2023)
RR
Virginia(2/17/2021)
IAR
Virginia(2/17/2021)
RR
Washington(9/9/2024)
RR
West Virginia(5/3/2021)
RR
Wisconsin(8/17/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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.
