Unclaimed Profile

Dorothy Oscarlyn Elder

TRUIST ADVISORY SERVICES, INC.·ATLANTA, Georgia

Series 7, Series 63, Series 65Clean record23 years registeredTRUIST ADVISORY SERVICES, INC.

303 PEACHTREE CENTER AVENUE,, ATLANTA, GA 30303CRD# 4439696Firm CRD# 283390

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dorothy Oscarlyn Elder · ATLANTA, GA

Registration

CRD #4439696 · TRUIST ADVISORY SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

TRUIST ADVISORY SERVICES, INC.

Jun 2016 – present

DAVIDSON & GARRARD INC

Aug 2003 – Jan 2009

LYNCHBURG, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · August 1, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUIST ADVISORY SERVICES, INC.

CRD 283390 · SEC 801-107729

AUM

$61.4B

Regulatory assets under management

Employees

2,105

124,201 client accounts

Services offered by TRUIST ADVISORY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRUIST ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Dorothy Oscarlyn Elder offer?

Dorothy Oscarlyn Elder specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Dorothy Oscarlyn Elder's credentials?

Dorothy Oscarlyn Elder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dorothy Oscarlyn Elder located?

Dorothy Oscarlyn Elder is based in ATLANTA, Georgia, working with TRUIST ADVISORY SERVICES, INC.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Dorothy Oscarlyn Elder charge for services?

Dorothy Oscarlyn Elder's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUIST ADVISORY SERVICES, INC.?

TRUIST ADVISORY SERVICES, INC. has approximately 2105 employees and manages $61.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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