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AG

Antonio A. Galliani

TRUIST ADVISORY SERVICES
WASHINGTON, DC 20005
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CRD#: 6302550
AG

Professional summary


Antonio Alejandro Galliani, who also goes by A Galliani Antonio, Antonio Galliani, Tony Galliani, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Washington, District Of Columbia and TRUIST INVESTMENT SERVICES, INC. located in Washington, District Of Columbia.

Antonio is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Antonio has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


A Galliani Antonio | Antonio Galliani | Tony Galliani

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 Antonio Alejandro Galliani'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

January 3, 2025 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 1445 New York Ave, Nw Fl 4, Washington, DC 20005
RIA
CRD#: 283390
WASHINGTON, DC
Current

October 16, 2024 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 1445 New York Ave Nw Fl 4, Washington, DC 20005
BD
CRD#: 17499
Washington, DC
Past

August 23, 2022 - October 7, 2024

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
WASHINGTON, DC
Past

July 12, 2022 - October 7, 2024

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
WASHINGTON, DC
Past

July 12, 2022 - October 7, 2024

CITI PRIVATE ALTERNATIVES, LLC

BD
CRD#: 153777
Washington, DC
Past

July 1, 2020 - December 22, 2021

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
BETHESDA, MD
Past

July 1, 2020 - December 22, 2021

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
Bethesda, MD
Past

January 2, 2018 - March 27, 2020

BB&T SECURITIES, LLC

RIA
CRD#: 142785
GAITHERSBURG, MD
Past

January 2, 2018 - March 27, 2020

BB&T SECURITIES, LLC

BD
CRD#: 142785
GAITHERSBURG, MD
Past

September 21, 2017 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
GAITHERSBURG, MD
Past

September 8, 2017 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
GAITHERSBURG, MD
Past

July 9, 2014 - October 27, 2015

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
BETHESDA, MD
Past

May 14, 2014 - October 27, 2015

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
PITTSBURGH, PA

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
District of Columbia
(10/16/2024)
IAR
District of Columbia
(1/3/2025)
RR
Maryland
(8/1/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/9/2014
Uniform Combined State Law Examination
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)
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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 AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

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
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#: 283390Washington, DC 20005

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