Brian Canty (CRD# 4527513) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Venice, FL and has over 15 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Atlanta, GA | Apr 2021 - Current | 3 |
| Bb&t Securities, LLC | Richmond, VA | Dec 2019 - Current | 4 |
| Suntrust Investment Services,inc. | Atlanta, GA | Mar 2019 - Current | 5 |
| Suntrust Advisory Services,inc. | Atlanta, GA | Aug 2016 - Current | 7 |
| Truist Investment Services, Inc. | Atlanta, GA | Feb 2021 - Apr 2021 | < 1 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Feb 2015 - Mar 2019 | 4 |
| Suntrust Investment Services, Inc. | Atlanta, GA | May 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2009 |
- FL
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Total Assets Under Management61,370MILLIONS
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Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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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