Eric M. Cecere
Professional summary
Eric Mazeall Cecere, who also goes by Eric Cecere, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Eric has worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eric Mazeall Cecere's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 19, 2024 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 303 Peachtree Street 15th Floor, Atlanta, GA 30308Primary 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.
Highlighted states indicate IAR registrations
(3/19/2024)
Exams
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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