RR
Robert G. Reavis
TRUIST ADVISORY SERVICES
WINSTON-SALEM, NC 27101
Some features on this profile are disabled
CRD#: 7852073
RR
Professional summary
Robert Gray Reavis, who also goes by Rob Reavis, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Winston-salem, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Winston-salem, North Carolina.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Robert has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rob Reavis
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.
1-BOARD MEMBER FOR YADKIN COMMUNITY FOUNDATION. ADVISE ON SCHOLARSHIP AND GRANT OPPORTUNITIES FOR YADKIN COUNTY, NC. QUARTERLY MEETINGS USUALLY 4:30 - 530 PM NOT INVESTEMENT RELATED, 3737 GLENWOOD AVE., SUITE 460 RALEIGH, NC 27612. 2-OWNER/OPERATOR OF COVENANT FARMS LLC. DUTIES INCLUDE, BUT NOT LIMITED TO FARMING OPERATIONS TO BUY/SELL LIVESTOCK AS WELL AS SELL MEAT TO CONSUMERS. 1400 CRATER LANE, YADKINVILLE, NC, 27055. BUSINESS WAS FORMED 09/2024. APPROXIMATELY 15 HOURS PER MONTH HOWEVER MOST OF THIS TIME IS ACCUMULATED ON WEEKEND DAYS. NOT INVESTMENT RELATED. 3-BOARD ADVISOR FOR YADKIN COUNTY EDUCATION FOUNDATION. QUARTERLY MEETINGS FROM 8:30-10:00 AM. ADVISE ON APPLICATIONS FOR GRANTS SUBMITTED BY TEACHERS OF YADKIN COUNTY SCHOOLS. THE APPLICAITONS ARE GRADED ACCORDING TO A RUBRIC AND THEN SELECTED FOR GRANT AWARDS. MY TERM BEGAN IN AUGUST OF 2024 AND ENDS IN AUGUST OF 2025 AND I WILL NOT RENEW. P.O. BOX 755, CLEMMONS, NC, 27012. NOT INVESTMENT RELATED.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Gray Reavis'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
April 21, 2025 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 101 N Cherry St Fl 4, Winston-salem, NC 27101RIA
CRD#: 283390
WINSTON-SALEM, NC
Current
April 21, 2025 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 101 N Cherry St Fl 4, Winston-salem, NC 27101BD
CRD#: 17499
WINSTON-SALEM, NC
Past
May 29, 2024 - November 22, 2024
OPPENHEIMER & CO. INC.
RIA
CRD#: 249
WINSTON-SALEM, NC
Past
March 28, 2024 - November 22, 2024
OPPENHEIMER & CO. INC.
BD
CRD#: 249
WINSTON-SALEM, NC
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
North Carolina(4/21/2025)
IAR
North Carolina(4/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/28/2024
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
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Winston-salem, NC 27101TRUST BUT VERIFY
Monitor Robert Reavis
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
