Rylee Velasco
Professional Summary
Rylee Velasco, who also goes by Rylee Maylynn Witherington, Rylee Witherington, is a registered financial advisor currently at TRUIST SECURITIES, INC. located in Orlando, Florida. Rylee is registered as a RR (Registered Representative) and started their career in finance in 2020. Rylee has worked at 1 firm and has passed the Series 63, Series 7TO, Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Rylee Maylynn Witherington, Rylee Witherington
Similar Advisors
OSAIC WEALTH, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
CLARK ASSET MANAGEMENT, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
CLARK ASSET MANAGEMENT, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OSAIC WEALTH, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
CLARK ASSET MANAGEMENT, LLC
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
OSAIC WEALTH, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
CLARK ASSET MANAGEMENT, LLC
Years of Experience
6 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
OSAIC WEALTH, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
CLARK ASSET MANAGEMENT, LLC
Current Firm
ALEXANDER KEY INVESTMENTS | TRUIST SECURITIES, INC. | SUNTRUST ROBINSON HUMPHREY, INC. | SUNTRUST ROBINSON HUMPHREY | SUNTRUST EQUITABLE SECURITIES CORPORATION | SUNTRUST EQUITABLE SECURITIES | SUNTRUST CAPITAL MARKETS, INC. | SUNTRUST CAPITAL MANAGEMENT, INC. | EQUITABLE SECURITIES CORPORATION
Contact Information
Main Address
740 Battery Ave, Atlanta, GA 30339Mailing Address
740 Battery Ave, Atlanta, GA 30339Phone Number
(404) 926-5600Established
Tennessee since 07/01/1972Firm Type
CorporationFiscal Year End
DecemberFirm Size
LargeFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TRUIST FINANCIAL CORPORATION | PARENT COMPANY | — |
| COLEMAN, SHELLEY BRENNAN | AML OFFICER | 3163295 |
| FARRELL, KATHLEEN ANNE | BOARD MEMBER | 4038178 |
| HACKETT, THOMAS PATRICK | CHAIRMAN OF THE BOARD & CHIEF EXECUTIVE OFFICER | 2878035 |
| HUFFSTETLER, MARK | BOARD MEMBER AND CHIEF CREDIT OFFICER | 2830214 |
| HUMPHREYS, ADAM | SECRETARY AND CHIEF LEGAL OFFICER | 7866934 |
| JESSANI, KERRY | BOARD MEMBER | 5048754 |
| MATNEY, MELISSA WHALEY | PRINCIPAL OPERATIONS OFFICER | 3123796 |
| MORRIS, DONALD ROSS JR | CHIEF FINANCIAL OFFICER | 3231801 |
| PAPPAS, ALBERT GEORGE | CHIEF COMPLIANCE OFFICER | 1875535 |
Disclosures
Regulatory Event
22Arbitration
1Similar Advisors
OSAIC WEALTH, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
CLARK ASSET MANAGEMENT, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
OSAIC WEALTH, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
CLARK ASSET MANAGEMENT, LLC
State Registrations and Notice Filings
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(8/22/2020)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/9/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
(6/8/2022)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Aug 2020About the Series 79TO examSRO Registrations
SRO Registrations
Similar Advisors
OSAIC WEALTH, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
CLARK ASSET MANAGEMENT, LLC
CRS (Client Relationship Summary) - BD
Click below to view Rylee Velasco's CRS (Customer Relationship Summary).
Similar Advisors
OSAIC WEALTH, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
CLARK ASSET MANAGEMENT, LLC