CW
Christopher R. Walshe
TRUIST ADVISORY SERVICES
PONTE VEDRA BEACH, FL 32082
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CRD#: 6901572
CW
Professional summary
Christopher Ryan Walshe, who also goes by Chris Walshe, Christopher R. Walshe, Christopher Walshe, Ryan Walshe, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Ponte Vedra Beach, Florida and TRUIST INVESTMENT SERVICES, INC. located in Ponte Vedra Beach, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Christopher has worked at 4 firms and has passed the Series 66, Series 63, Series 99TO, Series 57TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Walshe | Christopher R. Walshe | Christopher Walshe | Ryan Walshe
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Ryan Walshe'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®
NoneExperience
Current
December 18, 2024 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 814 N Aia Highway Ste 200, Ponte Vedra Beach, FL 32082RIA
CRD#: 283390
PONTE VEDRA BEACH, FL
Current
December 3, 2024 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 814 A1a N Highway, Ponte Vedra Beach, FL 32082BD
CRD#: 17499
PONTE VEDRA BEACH, FL
Past
May 13, 2024 - September 17, 2024
UBS SECURITIES LLC
BD
CRD#: 7654
New York, NY
Past
February 5, 2018 - September 13, 2024
CREDIT SUISSE SECURITIES (USA) LLC
BD
CRD#: 816
NEW YORK, NY
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(12/5/2024)
RR
Alaska(12/5/2024)
RR
Arizona(12/5/2024)
RR
Arkansas(12/5/2024)
RR
California(12/5/2024)
RR
Colorado(12/5/2024)
RR
Connecticut(12/5/2024)
RR
Delaware(12/5/2024)
RR
District of Columbia(12/5/2024)
RR
Florida(12/5/2024)
IAR
Florida(12/18/2024)
RR
Georgia(12/5/2024)
RR
Hawaii(12/5/2024)
RR
Idaho(12/5/2024)
RR
Illinois(12/5/2024)
RR
Indiana(12/5/2024)
RR
Iowa(12/5/2024)
RR
Kansas(12/5/2024)
RR
Kentucky(12/5/2024)
RR
Louisiana(12/5/2024)
RR
Maine(12/5/2024)
RR
Maryland(12/5/2024)
RR
Massachusetts(12/5/2024)
RR
Michigan(12/5/2024)
RR
Minnesota(12/5/2024)
RR
Mississippi(12/5/2024)
RR
Missouri(12/5/2024)
RR
Montana(12/5/2024)
RR
Nebraska(12/5/2024)
RR
Nevada(12/5/2024)
RR
New Hampshire(12/5/2024)
RR
New Jersey(12/5/2024)
RR
New Mexico(12/5/2024)
RR
New York(12/5/2024)
RR
North Carolina(12/5/2024)
RR
North Dakota(12/5/2024)
RR
Ohio(12/5/2024)
RR
Oklahoma(12/5/2024)
RR
Oregon(12/5/2024)
RR
Pennsylvania(12/5/2024)
RR
Puerto Rico(12/5/2024)
RR
Rhode Island(12/5/2024)
RR
South Carolina(12/5/2024)
RR
South Dakota(12/5/2024)
RR
Tennessee(12/5/2024)
RR
Texas(12/5/2024)
RR
Utah(12/5/2024)
RR
Vermont(12/5/2024)
RR
Virgin Islands(12/5/2024)
RR
Virginia(12/5/2024)
RR
Washington(12/5/2024)
RR
West Virginia(12/5/2024)
RR
Wisconsin(12/5/2024)
RR
Wyoming(12/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 57TO
Date: 12/30/2022
Securities Trader ExamGeneral 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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Ponte Vedra Beach, FL 32082TRUST BUT VERIFY
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