PG
Philip A. Grant
TRUIST ADVISORY SERVICES
ORLANDO, FL 32808
Some features on this profile are disabled
CRD#: 6296535
PG
Professional summary
Philip A. Grant, who also goes by Philip Andrew Grant, Philip Grant, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Orlando, Florida and TRUIST INVESTMENT SERVICES, INC. located in Orlando, Florida.
Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Philip has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Philip Andrew Grant | Philip Grant
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.
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 4/11/2017 ADDRESS: 14226 ORLANDO, FL DETAILS: 14226 ORLANDO, FL. CONDO. I AM ONE OF THE CONTACTS FOR THE PROPERTY MANAGER FOR DECISIONS THAT NEED TO BE MADE. HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 INVESTMENT RELATED: YES
CRS (Client Relationship Summary) - RIA
Click below to view Philip A. Grant'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
July 11, 2022 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 7455 Chancellor Drive, Orlando, FL 32808RIA
CRD#: 283390
ORLANDO, FL
Current
June 13, 2022 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 7455 Chancellor Dr, Orlando, FL 32809BD
CRD#: 17499
Orlando, FL
Past
June 9, 2016 - May 14, 2022
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
WINTER PARK, FL
Past
June 9, 2016 - May 14, 2022
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
WINTER PARK, FL
Past
August 20, 2015 - November 2, 2015
SIGNATOR FINANCIAL SERVICES, INC.
RIA
CRD#: 19061
ORLANDO, FL
Past
August 18, 2015 - November 2, 2015
SIGNATOR FINANCIAL SERVICES, INC.
BD
CRD#: 19061
ORLANDO, FL
Past
April 10, 2014 - July 28, 2015
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
ORLANDO, FL
Past
March 21, 2014 - July 28, 2015
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
ORLANDO, 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
Alabama(7/8/2022)
RR
Alaska(7/8/2022)
RR
Arizona(7/8/2022)
RR
Arkansas(7/8/2022)
RR
California(7/8/2022)
RR
Colorado(7/8/2022)
RR
Connecticut(7/8/2022)
RR
Delaware(7/8/2022)
RR
District of Columbia(7/8/2022)
RR
Florida(6/13/2022)
IAR
Florida(7/11/2022)
RR
Georgia(7/8/2022)
RR
Hawaii(7/8/2022)
RR
Idaho(7/8/2022)
RR
Illinois(7/8/2022)
RR
Indiana(7/8/2022)
RR
Iowa(7/8/2022)
RR
Kansas(7/8/2022)
RR
Kentucky(7/8/2022)
RR
Louisiana(7/8/2022)
RR
Maine(7/8/2022)
RR
Maryland(7/8/2022)
RR
Massachusetts(7/8/2022)
RR
Michigan(7/8/2022)
RR
Minnesota(7/8/2022)
RR
Mississippi(7/8/2022)
RR
Missouri(7/8/2022)
RR
Montana(7/8/2022)
RR
Nebraska(7/8/2022)
RR
Nevada(7/8/2022)
RR
New Hampshire(7/8/2022)
RR
New Jersey(7/8/2022)
RR
New Mexico(7/8/2022)
RR
New York(7/8/2022)
RR
North Carolina(7/8/2022)
RR
North Dakota(7/8/2022)
RR
Ohio(7/8/2022)
RR
Oklahoma(7/8/2022)
RR
Oregon(7/8/2022)
RR
Pennsylvania(7/8/2022)
RR
Puerto Rico(7/8/2022)
RR
Rhode Island(7/8/2022)
RR
South Carolina(7/8/2022)
RR
South Dakota(7/8/2022)
RR
Tennessee(7/8/2022)
RR
Texas(7/8/2022)
RR
Utah(7/8/2022)
RR
Vermont(7/8/2022)
RR
Virgin Islands(7/8/2022)
RR
Virginia(7/8/2022)
RR
Washington(7/8/2022)
RR
West Virginia(7/8/2022)
RR
Wisconsin(7/8/2022)
RR
Wyoming(7/8/2022)
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
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Orlando, FL 32808TRUST BUT VERIFY
Monitor Philip Grant
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
