Antonio
Galliani

Truist Advisory Services, Inc

CRD#6302550
Investment Advisor
in Washington, DC

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About this Advisor

Antonio Galliani is a financial advisor based in Washington, District of Columbia, working with Truist Advisory Services, Inc. Antonio has previously held positions at Pnc Investments, Pnc Bank, Bb&T, Bbtis, Bb&T Securities, LLC, Cetera Investment Advisers LLC, Cetera Investment Services LLC, First National Bank Of Pa, Mortgage Right, Citigroup, Truist Investment Services, Inc, and Truist Advisory Services, Inc. Antonio has passed the Series 66 regulatory exam and is registered to provide services in the District of Columbia. Currently, Antonio is part of Truist Advisory Services, Inc, which operates out of Washington, District of Columbia. The firm has 2,881 offices and 2,469 employees. The firm manages assets totaling $67.7 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1445 New York Ave, Nw 4Th Floor
Washington, DC 20005

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$67,736,740,585

DC Average: $3,570,121,308
Total Number of Employees

2,469

DC Average: 58
Total Number of Accounts

124,363

DC Average: 1,608
Average Account Size

$544,670

DC Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Antonio Galliani Work History

2024 - Present (1 year)

Truist Investment Services, Inc

2024 - Present (1 year)

Truist Advisory Services, Inc

2022 - 2022 (< 1 year)

Mortgage Right

2022 - 2024 (2 years)

Citigroup

2020 - 2021 (1 year)

Cetera Investment Advisers LLC

2020 - 2021 (1 year)

Cetera Investment Services LLC

2020 - 2021 (1 year)

First National Bank Of Pa

2019 - 2019 (< 1 year)

Bb&T

2018 - 2019 (1 year)

Bb&T Securities, LLC

2017 - 2019 (2 years)

Bb&T

2017 - 2019 (2 years)

Bbtis

2014 - 2017 (3 years)

Pnc Investments

2014 - 2017 (3 years)

Pnc Bank

Disclosures

Please visit the SEC profile of Antonio Galliani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Truist Advisory Services, Inc

James Foster
Greenville, SC
Jay Jamison
Nashville, TN
Juliet Capozzi
Nashville, TN
Rahul Bhatti
Columbia, MD
Julia Dorer
Charlotte, NC
Jennifer Powell
Roanoke, VA
Matthew Dyson
Winchester, VA
John Murdock
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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