MZ
Maria Zoubroulis
TRUIST ADVISORY SERVICES
RESTON, VA 20190
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CRD#: 7488939
MZ
Professional summary
Maria Zoubroulis is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Reston, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Reston, Virginia.
Maria is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Maria has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.
CAFEMISTRY LLC POSITION: Member NATURE: My husband and I formed an LLC for our Coffee Roasting business. My husband will be running the business, and I will be assisting with the administration side of things. We will be selling roasted coffee beans online. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: Burke VA, United States DESCRIPTION: My responsibilities will be to assist my husband with the administration side of the business, such as invoicing, tax preparation, office paperwork, and dealing with merchant services.
CRS (Client Relationship Summary) - RIA
Click below to view Maria Zoubroulis'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
January 23, 2023 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 11710 Plaza America Dr Ste 440, Reston, VA 20190RIA
CRD#: 283390
RESTON, VA
Current
November 7, 2022 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 11710 Plaza America Dr Suite 440, Reston, VA 20190BD
CRD#: 17499
RESTON, 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
Alabama(5/12/2023)
RR
Alaska(5/12/2023)
RR
Arizona(5/12/2023)
RR
Arkansas(5/12/2023)
RR
California(5/12/2023)
RR
Colorado(5/12/2023)
RR
Connecticut(5/12/2023)
RR
Delaware(5/12/2023)
RR
District of Columbia(5/12/2023)
RR
Florida(5/12/2023)
RR
Georgia(5/12/2023)
RR
Hawaii(5/12/2023)
RR
Idaho(5/12/2023)
RR
Illinois(5/12/2023)
RR
Indiana(5/12/2023)
RR
Iowa(5/12/2023)
RR
Kansas(5/12/2023)
RR
Kentucky(5/12/2023)
RR
Louisiana(5/12/2023)
RR
Maine(5/12/2023)
RR
Maryland(5/12/2023)
RR
Massachusetts(5/12/2023)
RR
Michigan(5/12/2023)
RR
Minnesota(5/12/2023)
RR
Mississippi(5/12/2023)
RR
Missouri(5/12/2023)
RR
Montana(5/12/2023)
RR
Nebraska(5/12/2023)
RR
Nevada(5/12/2023)
RR
New Hampshire(5/12/2023)
RR
New Jersey(5/12/2023)
RR
New Mexico(5/12/2023)
RR
New York(5/12/2023)
RR
North Carolina(5/12/2023)
RR
North Dakota(5/12/2023)
RR
Ohio(5/12/2023)
RR
Oklahoma(5/12/2023)
RR
Oregon(5/12/2023)
RR
Pennsylvania(5/12/2023)
RR
Puerto Rico(5/12/2023)
RR
Rhode Island(5/12/2023)
RR
South Carolina(5/12/2023)
RR
South Dakota(5/12/2023)
RR
Tennessee(5/12/2023)
RR
Texas(5/12/2023)
RR
Utah(5/12/2023)
RR
Vermont(5/12/2023)
RR
Virgin Islands(5/12/2023)
IAR
Virginia(1/23/2023)
RR
Virginia(4/24/2023)
RR
Washington(5/12/2023)
RR
West Virginia(5/12/2023)
RR
Wisconsin(5/12/2023)
RR
Wyoming(5/12/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/7/2022
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.
