Frank Colasuono
Frank Colasuono is a registered investment advisor at Truist Advisory Services, INC., based in Orlando, FL, with 31 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
7455 Chancellor Drive, Suite - Cac South, Orlando, FL, 32809
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2002Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Truist Investment Services, INC.
Previous Registrations
PNC Investments
PNC InvestmentsBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Colonial Asset Management INC
Colonial Brokerage, INC.Broker
AXA Advisors, LLCBroker
Wm Financial Services, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations52 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.