Samuel M Solondz
Financial advisor at Truist Advisory Services, Inc. · Washington, DC
Last updated 2026-10-10
Claim your profileSamuel M Solondz is a financial advisor at Truist Advisory Services, Inc. in Washington, DC, CRD 5498121. Licenses and exams on the registration: Series 66. IAPD registration began 2009-08-07.
Registration
- CRD number
- 5498121
- Registration status
- Active
- IAPD registration
- 2009-08-07
- Industry Experience
- 17 years
- Work Experience
- 10 years
- States registered
- DC, TX, VA
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2016-02 to Present · Sun Trust Investment Services Inc · Atlanta, GA
- 2016-09 to Present · Suntrust Advisory Services · Atlanta, GA
Current employment
- Truist Advisory Services, Inc. · Atlanta, GA
Truist Advisory Services, Inc.
- Regulatory AUM
- $77,391,727,185
- Registered advisors
- 1,972
- Offices
- 923
- Clients per advisor
- 65.6 (Moderate)
- Average AUM per client
- $598.5K (Low)
- High-net-worth client ratio
- 25.2% (Moderate)
Truist Advisory Services, Inc.: advisors, services and reported ETF investments
About
Samuel M Solondz is a CFP® financial advisor at Truist Advisory Services, Inc. in Washington, DC. Reported securities licenses include Series 66. The latest record indicates 17 years of industry experience and 10 years of reported work history. Reported roles include Suntrust Advisory Services, Sun Trust Investment Services Inc.
SEC disclosures list additional business and community activities: Position: Notary Nature: Public Notary: Able to verify iondividual for the purpose of notarizing documents; Investment related: no number of hours: 1 securities trading hours: 1 start date: 06/03/2016 address: , washington dc description: notarizing documents position: managing member nature: sms development is a real estate development company.
Truist Advisory Services, Inc.'s firm-level Form ADV reports 1,972 advisors across 923 offices; approximately 65.6 clients per advisor, average assets per client of $598,512, and regulatory AUM of $77.4B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Publication of Periodicals or Newsletters.
What this firm offers
Filed by Truist Advisory Services, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
1445 New York Ave, NW, Washington, DC 20005
8 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 800-874-4770
- Website: truist.com/wealth/tas-disclosure
Official record
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