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Richard Daniel Burch

SUNTRUST ADVISORY SERVICES, INC.·ATLANTA, Georgia
Series 27Clean recordSUNTRUST ADVISORY SERVICES, INC.
303 PEACHTREE CENTER AVENUE,, ATLANTA, GA 30303CRD# 6143898Firm CRD# 283390

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Daniel Burch · ATLANTA, GA
Registration
CRD #6143898 · SUNTRUST ADVISORY SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Clean record · no disclosure events on file

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

03

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. →
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Frequently Asked Questions

What services does Richard Daniel Burch offer?
Richard Daniel Burch specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Richard Daniel Burch's credentials?
Richard Daniel Burch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Daniel Burch located?
Richard Daniel Burch is based in ATLANTA, Georgia, working with SUNTRUST ADVISORY SERVICES, INC.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Richard Daniel Burch charge for services?
Richard Daniel Burch'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 SUNTRUST ADVISORY SERVICES, INC.?
SUNTRUST 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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Other Advisors at SUNTRUST ADVISORY SERVICES, INC.

Theodore Irving Bowden
ATLANTA, GA
Bryan Scott Cram
ATLANTA, GA
Dorothy Oscarlyn Elder
ATLANTA, GA
Dwight Earl Mathis
ATLANTA, GA
CFP
Felicia Ann Speetjens
ATLANTA, GA
CFP
Keith Joseph Lerner
ATLANTA, GA
CFA

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Research
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