AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Christina Hartfield

Christina Hartfield

TRUIST ADVISORY SERVICES
WINTER PARK, FL 32789
Some features on this profile are disabled
CRD#: 6632755
Christina Hartfield

Professional summary

Christina Hartfield, CFP®, who also goes by Christina Danielle Hartfield, Christina Danielle Minor, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Winter Park, Florida and TRUIST INVESTMENT SERVICES, INC. located in Winter Park, Florida.

Christina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Christina has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christina Danielle Hartfield | Christina Danielle Minor

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.
Entity Name: Hartfield Complete Services LLC Investment related: No Nature of the other business: General Contractor - Residential/Commercial new construction, demolition, remodeling Position/Title/Relationship: Owner/Sole Proprietor - Officer Start Date: 02/14/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: my husband has owned a renovation, demo and junk hauling business as a sole prop for years. He has grown enough to warrant forming an LLC. This is the LLC he has created and named me an officer. My only role is bookkeeping. Entity Name: Hart Pro Holdings LLC Investment related: N Nature of the other business: Real Estate Position/Title/Relationship: Owner/Sole Proprietor - Officer Start Date: 09/11/2020 Approximate # of hours a month: 4 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Family business to Purchase, rehab, Sell residential real State - not similar to JPMC responsibilities - managing financials

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina Hartfield'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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

September 3, 2025 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 400 Park Ave S, Winter Park, FL 32789
RIA
CRD#: 283390
WINTER PARK, FL
Current

August 20, 2025 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 400 Park Ave S Ste 200, Winter Park, FL 32789
BD
CRD#: 17499
WINTER PARK, FL
Past

August 30, 2021 - August 13, 2025

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Orlando, FL
Past

June 9, 2021 - August 13, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Orlando, FL
Past

May 10, 2018 - June 1, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WINTER PARK, FL
Past

May 9, 2018 - June 1, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WINTER PARK, FL
Past

September 28, 2016 - March 13, 2018

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
WINTER PARK, FL
Past

July 27, 2016 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
WINTER PARK, FL
Past

June 2, 2016 - March 13, 2018

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
WINTER PARK, 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
Florida
(8/20/2025)
IAR
Florida
(9/3/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/19/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/2/2016
General Securities Representative Examination
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)

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)
TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

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
Report
03/28/2024
Cover Page
Report
04/26/2023
Cover Page
Report

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#: 283390Winter Park, FL 32789

TRUST BUT VERIFY

Monitor Christina Hartfield

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Brandon Hendricks
Brandon HendricksAdvisorCheck Check Mark
MARINER WEALTH
IAR
Commercial Point, OH
Steven Raymond Gallegos
Steven GallegosAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Austin, TX
Rebecca Lee Schneeberger
Rebecca SchneebergerAdvisorCheck Check Mark
RAYMOND JAMES & ASSOCIATES, INC.
IAR
RR
Ridgeland, MS
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.