Unclaimed Profile

Sarah Dodge Rich

TRUIST ADVISORY SERVICES, INC.·ATLANTA, Georgia

SIE, Series 27, Series 99TOClean recordTRUIST ADVISORY SERVICES, INC.

303 PEACHTREE CENTER AVENUE,, ATLANTA, GA 30303CRD# 6037161Firm CRD# 283390

Profile Verification

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

Identity

Sarah Dodge Rich · ATLANTA, GA

Registration

CRD #6037161 · TRUIST ADVISORY SERVICES, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 27

Series 99TO

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 Sarah Dodge Rich offer?

Sarah Dodge Rich specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Sarah Dodge Rich's credentials?

Sarah Dodge Rich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sarah Dodge Rich located?

Sarah Dodge Rich 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 Sarah Dodge Rich charge for services?

Sarah Dodge Rich'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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