Marc W. Chandler
Professional summary
Marc W Chandler is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Fincastle, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Charlotte, North Carolina.
Marc is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Marc has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marc W Chandler's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 28, 2025 - Present
TRUIST ADVISORY SERVICES, INC.
September 15, 2025 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 214 N Tryon St Fl 17 32, 33, 34, Charlotte, NC, 28202Primary 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.
Visual representation of state registrations
(5/28/2025)
(10/31/2025)
Exams
Series 7TO
Date: 9/15/2025
General Securities Representative ExaminationFINRA
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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