Andrew S. Benvenuto
Professional summary
Andrew Scott Benvenuto, who also goes by Andrew Benvenuto, 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.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Andrew has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Scott Benvenuto's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 6, 2020 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 100 Sawgrass Corners Dr, Ponte Vedra Beach, FL 32082September 28, 2018 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 100 Sawgrass Corners Dr, Ponte Vedra Beach, FL 32082Primary 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
(10/1/2018)
(3/6/2020)
(10/17/2018)
Exams
Series 7TO
Date: 4/25/2024
General Securities Representative ExaminationFINRA
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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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Ponte Vedra Beach, FL 32082TRUST BUT VERIFY
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