Marc S. Watchinski
Professional summary
Marc Stephen Watchinski is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Severna Park, Maryland and TRUIST INVESTMENT SERVICES, INC. located in Severna Park, Maryland.
Marc is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Marc has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marc Stephen Watchinski's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 4, 2024 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 155 Ritchie Highway, Severna Park, MD 21146November 4, 2024 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 155 Richie Hwy, Severna Park, MD 21146February 21, 2018 - September 27, 2024
WELLS FARGO CLEARING 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
(11/4/2024)
(11/4/2024)
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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