Nicole Keating, financial advisor Altamonte Springs FL

Nicole Keating

CRD Number: 5744784
Current Firm: Truist Advisory Services, Inc.

Nicole Keating (CRD# 5744784) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Altamonte Springs, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Advisory Services, Inc. Atlanta, GA Jan 2020 - Current 2
Suntrust Investment Services Inc. Atlanta, GA May 2019 - Current 3
Suntrust Bank Altamonte Springs, FL May 2019 - Current 3
Suntrust Bank Orlando, FL May 2015 - May 2019 4
Suntrust Bank Maitland, FL Aug 2012 - May 2015 2
Suntrust Investment Services, Inc. Atlanta, GA Feb 2010 - Jan 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2019
S65 NASAA Investment Advisors Law Examination Mar 2020
Contact Info for Nicole A. Keating
Phone Number: 404-827-6461
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    61,581
    MILLIONS
  • Total Number of Accounts
    126,886
    ACCOUNTS
  • Average Account Value
    $485,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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