Unclaimed Profile

Keith Joseph Lerner

TRUIST ADVISORY SERVICES, INC.·ATLANTA, Georgia

Series 7, Series 63, Series 86, Series 87CFAClean record16 years registeredTRUIST ADVISORY SERVICES, INC.

303 PEACHTREE CENTER AVENUE,, ATLANTA, GA 30303CRD# 2961603Firm CRD# 283390

Profile Verification

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

Identity

Keith Joseph Lerner · ATLANTA, GA

Registration

CRD #2961603 · TRUIST ADVISORY SERVICES, INC. · 16 years registered

Brand Profile

Not yet started

Career History

TRUIST ADVISORY SERVICES, INC.

Dec 2016 – present

GENSPRING FAMILY OFFICES, LLC

Dec 2016 – Apr 2017

ATLANTA, GA

SUNTRUST INVESTMENT SERVICES, INC.

Oct 2009 – Jun 2012

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 86

Series 87

Registration record

First registered · October 14, 2009

Years registered · 16

Professional designation · CFA

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 Keith Joseph Lerner offer?

Keith Joseph Lerner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Keith Joseph Lerner's credentials?

Keith Joseph Lerner holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Keith Joseph Lerner located?

Keith Joseph Lerner 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 Keith Joseph Lerner charge for services?

Keith Joseph Lerner'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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