Nancy H. Cheney
Professional summary
Nancy Hancock Cheney, who also goes by Nancy Cheney, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia.
Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Nancy has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nancy Hancock Cheney's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 28, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 303 Peachtree St Ne Fl 31, Atlanta, GA 30308September 13, 2016 - May 10, 2021
J.P. MORGAN SECURITIES 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.
Highlighted states indicate IAR registrations
(5/28/2021)
Exams
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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