Be advised. This firm is no longer registered.

Suntrust Investment Services, Inc.

Suntrust Investment Services, Inc. (CRD# 17499) is a financial advisory firm headquartered in Atlanta, GA. They manage $10,443,202,992 in 26,841 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,443
    MILLION
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, VT, WA, WI, WV

Financial Advisors at Suntrust Investment Services, Inc.
Showing 1 - 10 of 138 top financial advisors.
1
John M. Borth
CRD#: 2179293
120 East Baltimore Street, 24th Floor - Stis Wealth, Baltimore, MD 21202
98
Wealthminder
score

John Borth (CRD# 2179293) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Baltimore, MD and has over 26 years of experience in the finance industry.

2
Alexander C. Hernandez
CRD#: 2967802
11200 S. Orange Blossom Trail, Orlando, FL 32837
98
Wealthminder
score

Alexander Hernandez (CRD# 2967802) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Orlando, FL and has over 19 years of experience in the finance industry.

3
John McLaren
CRD#: 4269666
1685 North Decatur Rd, Atlanta, GA 30307
98
Wealthminder
score

John McLaren (CRD# 4269666) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Atlanta, GA and has over 17 years of experience in the finance industry.

4
Shelly H. Baker
CRD#: 2196517
999 Shady Grove, 2nd Floor-stis Wealth, Memphis, TN 38120
96
Wealthminder
score

Shelly Baker (CRD# 2196517) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Memphis, TN and has over 13 years of experience in the finance industry. Shelly Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Daniel J. Bosinger
CRD#: 5758735
1303 S Babcock Street, Stis Wealth, Melbourne, FL 32901
96
Wealthminder
score

Daniel Bosinger (CRD# 5758735) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Melbourne, FL and has over 7 years of experience in the finance industry. Daniel Bosinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Michael S. Buckner
CRD#: 2488965
401 Commerce Street, 2nd Floor-stis Wealth, Nashville, TN 37219
96
Wealthminder
score

Michael Buckner (CRD# 2488965) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Nashville, TN and has over 23 years of experience in the finance industry. Michael Buckner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Christine C. Ceron
CRD#: 1558228
501 East Las Olas Blvd, 2nd Floor, Fort Lauderdale, FL 33301
96
Wealthminder
score

Christine Ceron (CRD# 1558228) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Fort Lauderdale, FL and has over 20 years of experience in the finance industry. Christine Ceron has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Thomas L. Clymer
CRD#: 5407253
4777 Sharon Road, 2nd Floor - Stis Wealth, Charlotte, NC 28210
96
Wealthminder
score

Thomas Clymer (CRD# 5407253) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Charlotte, NC and has over 10 years of experience in the finance industry. Thomas Clymer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Geoffrey R. Gober
CRD#: 4867412
1155 Peachtree Street, Ne, Suite 800, Atlanta, GA 30309
96
Wealthminder
score

Geoffrey Gober (CRD# 4867412) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Atlanta, GA and has over 13 years of experience in the finance industry. Geoffrey Gober has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Stephen F. Heeseman
CRD#: 5501356
4777 Sharon Road, 2nd Floor - Stis Wealth, Charlotte, NC 28210
96
Wealthminder
score

Stephen Heeseman (CRD# 5501356) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Charlotte, NC and has over 10 years of experience in the finance industry. Stephen Heeseman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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