Vallon S. Mills
Professional summary
Vallon Sylvester Andrew Mills, who also goes by Vallon Sylvester Mills, Vallon Sylvester Andrew Mills, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Atlanta, Georgia.
Vallon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Vallon has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Vallon Sylvester Andrew Mills's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 1, 2017 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 5550 Northside Dr, Atlanta, GA 30327April 25, 2017 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 5550 Northside Dr, Atlanta, GA 30327Office #2: 4540 S Cobb Dr Se, Smyrna, GA 30080Office #3: 3379 S Cobb Dr Se, Smyrna, GA 30080Office #4: 1380 Powers Ferry Rd Se, Marietta, GA 30067Office #5: 925 Battery Ave Se Ste 1190, Atlanta, GA 30339Office #6: 3175 Cobb Galleria Pkwy, Atlanta, GA 30339April 12, 2016 - November 4, 2016
MORGAN STANLEY
January 15, 2016 - November 4, 2016
MORGAN STANLEY
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
(5/15/2020)
(12/6/2024)
(12/6/2024)
(12/6/2024)
(12/6/2024)
(3/16/2022)
(4/25/2017)
(5/1/2017)
(12/6/2024)
(12/6/2024)
(12/6/2024)
(12/6/2024)
(12/6/2024)
(12/6/2024)
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(12/6/2024)
(12/6/2024)
(12/12/2023)
(12/6/2024)
(12/6/2024)
(12/6/2024)
(3/3/2020)
(12/10/2024)
(12/6/2024)
(6/1/2023)
(3/16/2023)
(12/6/2024)
(12/6/2024)
(12/6/2024)
(12/6/2024)
(1/12/2021)
(12/6/2024)
Exams
FINRA
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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