Unclaimed Profile

William Scott Dixon

SUNTRUST INVESTMENT SERVICES, INC.·ATLANTA, Georgia

SIE, Series 4, Series 7, Series 24, Series 53, Series 63, Series 66Clean record26 years registeredSUNTRUST INVESTMENT SERVICES, INC.

303 PEACHTREE CENTER AVENUE, ATLANTA, GA 30303CRD# 2404903Firm CRD# 17499

Profile Verification

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

Identity

William Scott Dixon · ATLANTA, GA

Registration

CRD #2404903 · SUNTRUST INVESTMENT SERVICES, INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUNTRUST INVESTMENT SERVICES, INC.

SYNOVUS SECURITIES, INC.

Jul 2019 – Aug 2021

ATLANTA, GA

RED ROCK ADVISORS

Jul 2017 – Aug 2019

Atlanta, GA

SUNTRUST INVESTMENT SERVICES, INC.

Apr 2000 – Sep 2015

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · April 27, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

SUNTRUST INVESTMENT SERVICES, INC.

CRD 17499 · SEC 801-56443

AUM

$10.4B

Regulatory assets under management

Employees

1,368

26,841 client accounts

Services offered by SUNTRUST INVESTMENT SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SUNTRUST INVESTMENT SERVICES, INC. →

Introduction

Speak with William Scott

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William Scott is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Scott Dixon offer?

William Scott Dixon specializes in Financial Planning, Investment Management, Wealth Management.

What are William Scott Dixon's credentials?

William Scott Dixon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Scott Dixon located?

William Scott Dixon is based in ATLANTA, Georgia, last registered with SUNTRUST INVESTMENT SERVICES, INC..

How does William Scott Dixon charge for services?

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

How large is SUNTRUST INVESTMENT SERVICES, INC.?

SUNTRUST INVESTMENT SERVICES, INC. has approximately 1368 employees and manages $10.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →