Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
ANDREW MARTIN CRAIS
ANDY CRAIS
CRD#: 5014610
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 303 PEACHTREE ST
FL 31
ATLANTA, GA 30308
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 303 PEACHTREE ST, NE
FL 31
ATLANTA, GA 30308
Registration History
20062008201020122014201620182020202220242026IATRUIST ADVISORY SERVICES, INC. (CRD# 283390)2016 - Present (8 years)BTRUIST INVESTMENT SERVICES, INC. (CRD# 17499)2011 - Present (14 years)BSUNTRUST INVESTMENT SERVICES, INC. (CRD# 17499)2010 - 2010 (<1 year)BSUNTRUST INVESTMENT SERVICES, INC. (CRD# 17499)2006 - 2008 (2 years)IASUNTRUST INVESTMENT SERVICES, INC. (CRD# 17499)2011 - 2016 (5 years)
License(s)

State Registrations

B
Georgia 9/2/2011
IA
Georgia 9/9/2016

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
303 PEACHTREE ST FL 31, ATLANTA, GA 30308
Registered with this firm since 9/9/2016
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
303 PEACHTREE ST, NE FL 31, ATLANTA, GA 30308
Alpharetta, GA
Registered with this firm since 2/7/2011
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 09/06/2011 - 12/31/2016 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) ATLANTA, GA
B
 03/09/2010 - 05/10/2010 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) ATLANTA, GA
B
 02/16/2006 - 09/03/2008 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) ATLANTA, GA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.