Unclaimed Profile

Susan Hechtlinger

TRUIST ADVISORY SERVICES, INC.·ATLANTA, Georgia

SIE, Series 14, Series 66, Series 99TOClean record23 years registeredTRUIST ADVISORY SERVICES, INC.

303 PEACHTREE CENTER AVENUE,, ATLANTA, GA 30303CRD# 2890466Firm CRD# 283390

Profile Verification

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

Identity

Susan Hechtlinger · ATLANTA, GA

Registration

CRD #2890466 · TRUIST ADVISORY SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRUIST ADVISORY SERVICES, INC.

TRUIST ADVISORY SERVICES, INC.

May 2022 – Apr 2026

CHARLOTTE, NC

BB&T SECURITIES, LLC

Dec 2019 – Feb 2021

RICHMOND, VA

GENSPRING FAMILY OFFICES, LLC

Jun 2016 – Dec 2017

ATLANTA, GA

TRUIST ADVISORY SERVICES, INC.

Jun 2016 – May 2022

CHARLOTTE, NC

SUNTRUST INVESTMENT SERVICES, INC.

Jun 2008 – Dec 2016

CHARLOTTE, NC

BANC OF AMERICA INVESTMENT SERVICES, INC.

Jan 2003 – Mar 2007

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 14

Series 66

Series 99TO

Registration record

First registered · January 16, 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 Susan Hechtlinger offer?

Susan Hechtlinger specializes in Financial Planning, Investment Management, Wealth Management.

What are Susan Hechtlinger's credentials?

Susan Hechtlinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Hechtlinger located?

Susan Hechtlinger is based in ATLANTA, Georgia, last registered with TRUIST ADVISORY SERVICES, INC..

How does Susan Hechtlinger charge for services?

Susan Hechtlinger'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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