Patrick T. Culhane
TRUIST ADVISORY SERVICES
MELBOURNE, FL 32940
Some features on this profile are disabled
CRD#: 6553818
Professional summary
Patrick Thomas Culhane, CFP®, who also goes by Patrick Culhane, Patrick T Culhane, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Melbourne, Florida and TRUIST INVESTMENT SERVICES, INC. located in Melbourne, Florida.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Patrick has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Patrick Culhane | Patrick T Culhane
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.
8448 CRIMSON LLC POSITION: Partner NATURE: This LLC was established for the sale of tickets for sporting events, concerts, and other ticketed events. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2023 ADDRESS: Melbourne FL, United States DESCRIPTION: This entity was established in order to resell unused event tickets. Tickets are listed and sold online through major ticket resale sites. BABCOCK PARK LLC POSITION: Member NATURE: Resale of unused event tickets. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2024 ADDRESS: Melbourne FL, United States DESCRIPTION: List and sell unused event tickets on ticket sales websites.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Thomas Culhane'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®
CFP®
Start date: 2016
Experience
Current
January 31, 2019 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 8226 N Wickham Rd Fl 2, Melbourne, FL 32940RIA
CRD#: 283390
MELBOURNE, FL
Current
January 15, 2019 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 8226 N Wickham Rd, Melbourne, FL 32940BD
CRD#: 17499
Melbourne, FL
Past
January 2, 2018 - January 4, 2019
BB&T SECURITIES, LLC
RIA
CRD#: 142785
MELBOURNE, FL
Past
January 2, 2018 - January 4, 2019
BB&T SECURITIES, LLC
BD
CRD#: 142785
MELBOURNE, FL
Past
April 3, 2017 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
MELBOURNE, FL
Past
March 31, 2017 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
MELBOURNE, FL
Past
October 13, 2016 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
COCOA BEACH, FL
Past
October 13, 2016 - March 23, 2017
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
COCOA BEACH, FL
Past
September 22, 2015 - March 23, 2017
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
COCOA BEACH, 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(11/27/2023)
RR
Arizona(11/27/2023)
RR
Arkansas(9/19/2025)
RR
California(10/11/2022)
RR
Colorado(11/27/2023)
RR
Connecticut(2/1/2019)
RR
Delaware(11/27/2023)
RR
Florida(1/15/2019)
IAR
Florida(1/31/2019)
RR
Georgia(2/1/2019)
RR
Illinois(2/1/2019)
RR
Indiana(11/27/2023)
RR
Kansas(1/29/2025)
RR
Kentucky(1/29/2025)
RR
Louisiana(11/27/2023)
RR
Maine(11/27/2023)
RR
Maryland(1/15/2019)
RR
Massachusetts(2/1/2019)
RR
Michigan(2/1/2019)
RR
Minnesota(2/1/2019)
RR
Mississippi(7/18/2019)
RR
Missouri(2/1/2019)
RR
Montana(12/26/2023)
RR
Nebraska(11/27/2023)
RR
Nevada(11/27/2023)
RR
New Hampshire(11/27/2023)
RR
New Jersey(11/19/2024)
RR
New Mexico(11/27/2023)
RR
New York(1/15/2019)
RR
North Carolina(2/1/2019)
RR
North Dakota(8/8/2024)
RR
Ohio(1/15/2019)
RR
Oklahoma(11/27/2023)
RR
Oregon(6/22/2023)
RR
Pennsylvania(11/27/2023)
RR
Rhode Island(1/4/2024)
RR
South Carolina(2/1/2019)
RR
South Dakota(11/27/2023)
RR
Tennessee(11/27/2023)
RR
Texas(2/1/2019)
IAR
Texas(2/2/2024)
RR
Utah(11/27/2023)
RR
Vermont(2/1/2019)
RR
Virginia(1/15/2019)
RR
Washington(7/2/2019)
RR
West Virginia(11/27/2023)
RR
Wisconsin(11/27/2023)
RR
Wyoming(1/4/2022)
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
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.
