WL
William M. Lee
TRUIST ADVISORY SERVICES
ATLANTA, GA 30326
Some features on this profile are disabled
CRD#: 7397440
WL
Professional summary
William Murphy Lee, who also goes by Murphy William Lee, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Atlanta, Georgia.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. William has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Murphy William Lee
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.
AUSTIN YOUTH LACROSSE POSITION: Lacrosse Coach NATURE: Youth lacrosse organization in Austin, TX. Organizes students from feeder middle schools into one lacrosse team for spring seasons. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 02/07/2023 ADDRESS: Austin TX, United States DESCRIPTION: Coaching middle school aged kids in lacrosse.
CRS (Client Relationship Summary) - RIA
Click below to view William Murphy Lee'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
October 14, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326RIA
CRD#: 283390
ATLANTA, GA
Current
September 15, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326Office #2: 3754 Roswell Rd Ne, Atlanta, GA 30342Office #3: 520 17th Street Nw, Atlanta, GA 30318Office #4: 855 Peachtree St Ne Ste 1a, Atlanta, GA 30308Office #5: 1845 Piedmont Ave Ne, Atlanta, GA 30324BD
CRD#: 17499
ATLANTA, GA
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(3/14/2023)
RR
California(3/14/2023)
RR
Colorado(3/14/2023)
RR
Delaware(6/12/2025)
RR
District of Columbia(3/14/2023)
RR
Florida(3/14/2023)
RR
Georgia(10/13/2021)
IAR
Georgia(9/11/2023)
RR
Hawaii(3/14/2023)
RR
Idaho(3/14/2023)
RR
Illinois(3/14/2023)
RR
Indiana(3/13/2023)
RR
Maryland(3/14/2023)
RR
Massachusetts(3/14/2023)
RR
Nevada(3/14/2023)
RR
North Carolina(3/14/2023)
RR
Ohio(3/14/2023)
RR
Oklahoma(3/14/2023)
RR
South Carolina(3/14/2023)
RR
Tennessee(3/14/2023)
RR
Texas(8/4/2022)
IAR
Texas(8/4/2022)
RR
Virginia(3/14/2023)
RR
Wyoming(3/11/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/15/2021
General Securities Representative ExaminationGeneral 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
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.
