MM
Maydely Martin
TRUIST ADVISORY SERVICES
MIAMI, FL 33156
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CRD#: 6290683
MM
Professional summary
Maydely Martin, who also goes by May Martin, Maydelyne Martin, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Miami, Florida and TRUIST INVESTMENT SERVICES, INC. located in Miami, Florida.
Maydely is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Maydely has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
May Martin | Maydelyne Martin
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.
RENTAL PROPERTY; NOT INVESTMENT RELATED; 160 ROYAL PALM, UNIT 217, HIALEAH GARDENS, FL; 50% OWNERSHIP; START 10/07/19; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY; NOT INVESTMENT RELATED; 8166 NW 10 ST UNIT 5, MIAMI, FL; 100% OWNERSHIP 12/15/21; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. E.Q. KITCHEN, LLC; NOT INVESTMENT RELATED; MIAMI, FL; MANAGER; START 5/20/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; KITCHEN CABINET INSTALLATIONS. MARTIN FAMILY HOMES, LLC, NOT INVT RELATED, MIAMI, FL, 100% OWNERSHIP, START DATE 5/07/2022, 20 HRS PER MONTH, 0 HRS DURING TRADING, PRESIDENT DECOR HOMES SHOP, LLC, NOT INVT RELATED, MIAMI, FL, 95% OWNERSHIP, START DATE 6/27/2022, 20 HRS PER MONTH, 0 HRS DURING TRADING, MANAGING INVENTORY, SALES AND MARKETING ACTIVITY PROPERTY FLIP REMODELING; 11465 SW 50 TERRACE, MIAMI FL; NOT INVESTMENT RELATED; 50% OWNERSHIP 05/10/24; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. ELEGANT COTTAGE CO POSITION: CEO NATURE: www.elegantcottageco.com is a website for my Decor homes shop LLC business. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: Miami FL, United States DESCRIPTION: Website management MAYDELY MARTIN POSITION: Owner NATURE: Second home and air b and b. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2025 ADDRESS: Naples FL, United States DESCRIPTION: Owning the property.
CRS (Client Relationship Summary) - RIA
Click below to view Maydely Martin'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
August 10, 2024 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 7545 N Kendall Drive, Miami, FL 33156RIA
CRD#: 283390
MIAMI, FL
Current
August 8, 2024 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 7545 N Kendall Dr, Miami, FL 33156BD
CRD#: 17499
Miami, FL
Past
July 12, 2021 - July 19, 2024
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MIAMI, FL
Past
March 3, 2014 - July 19, 2024
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MIAMI, 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(8/8/2024)
IAR
Florida(8/10/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Miami, FL 33156TRUST BUT VERIFY
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