Deidre N. Williams
Professional summary
Deidre Nicole Williams, who also goes by Deidre N Williams, Deidre Williams, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Jacksonville, Florida and TRUIST INVESTMENT SERVICES, INC. located in Spring Hill, Florida.
Deidre is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Deidre has worked at 6 firms and has passed the Series 66, Series 63, Series 6TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Deidre Nicole Williams's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 7, 2022 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 13728 Beach Blvd, Jacksonville, FL 32224August 9, 2022 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 4066 Commercial Way, Spring Hill, FL 34606Office #2: 13728 Beach Blvd, Jacksonville, FL 32224May 1, 2020 - July 25, 2022
FIDELITY PERSONAL AND WORKPLACE ADVISORS
March 30, 2020 - July 22, 2022
FIDELITY BROKERAGE SERVICES LLC
March 6, 2018 - January 2, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 5, 2018 - January 2, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 12, 2016 - February 4, 2018
STRATEGIC ADVISERS LLC
December 23, 2014 - January 25, 2018
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/9/2022)
(9/7/2022)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
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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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Jacksonville, FL 32224TRUST BUT VERIFY
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