Evan M. Royster
TRUIST ADVISORY SERVICES
ALEXANDRIA, VA 22314
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CRD#: 6932137
Professional summary
Evan Mathias Royster is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Alexandria, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Alexandria, Virginia.
Evan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Evan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
WASHINGTON COMMANDERS CHARITABLE FOUNDATION POSITION: Alumni NATURE: Appearances for charitable events. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2015 ADDRESS: Ashburn VA, United States DESCRIPTION: Player Representative
CRS (Client Relationship Summary) - RIA
Click below to view Evan Mathias Royster'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
June 30, 2023 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 201 N Union St Ste 240, Alexandria, VA 22314RIA
CRD#: 283390
ALEXANDRIA, VA
Current
June 30, 2023 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 201 N Union St Ste 240, Alexandria, VA 22314Office #2: 7681 Linton Hall Rd, Gainesville, VA 20155Office #3: 300 S Washington St, Alexandria, VA 22314Office #4: 2513 Fox Mill Rd, Reston, VA 20191Office #5: 202 W Washington St, Middleburg, VA 20117Office #6: 5700 Union Mill Rd, Clifton, VA 20124Office #7: 920 N Taylor St, Arlington, VA 22203Office #8: 4999 Seminary Rd, Alexandria, VA 22311Office #9: 2221 S Eads St, Arlington, VA 22202Office #10: 1490 Northpoint Village Ctr, Reston, VA 20194Office #11: 11600 Plaza America Dr, Reston, VA 20190BD
CRD#: 17499
ALEXANDRIA, VA
Past
June 15, 2018 - July 12, 2023
EDWARD JONES
RIA
CRD#: 250
Herndon, VA
Past
May 23, 2018 - July 12, 2023
EDWARD JONES
BD
CRD#: 250
Herndon, VA
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
Arizona(6/30/2023)
RR
Arkansas(11/7/2024)
RR
California(6/30/2023)
RR
Colorado(6/30/2023)
RR
Delaware(11/7/2024)
RR
District of Columbia(8/11/2023)
RR
Florida(6/30/2023)
RR
Georgia(6/30/2023)
RR
Illinois(11/7/2024)
RR
Maine(11/7/2024)
RR
Maryland(6/30/2023)
RR
Massachusetts(6/30/2023)
RR
Michigan(11/7/2024)
RR
Missouri(11/7/2024)
RR
New Jersey(6/30/2023)
RR
New York(6/30/2023)
RR
North Carolina(4/24/2024)
RR
Ohio(6/30/2023)
RR
Oregon(6/30/2023)
RR
Pennsylvania(6/30/2023)
RR
Texas(6/30/2023)
RR
Virginia(6/30/2023)
IAR
Virginia(6/30/2023)
RR
Washington(6/30/2023)
RR
West Virginia(6/30/2023)
RR
Wisconsin(6/30/2023)
Exams
State Security Law Exam
General 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.
