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CFP
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CFP

Ronald Teasdale

Truist Advisory Services, INC.
34 Years of Experience
South Miami, FL
1 DisclosureBroker
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Ronald Teasdale is a CFP-designated registered investment advisor at Truist Advisory Services, INC., based in South Miami, FL, with 34 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.

Truist Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1975 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.20%
$250K - $500K2.15%
$500K - $1.0M2.00%
$1.0M - $2.0M1.85%
$2.0M - $5.0M1.75%
$5.0M - $10.0M1.65%
$10.0M - $25.0M1.50%
$25M+1.45%

Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

5857 Sunset Dr, South Miami, FL, 33143

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2004
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Truist Advisory Services, INC.
August 2016 - Present · 10 yrs 2 mos
Truist Investment Services, INC.
August 1999 - Present · 27 yrs 2 mos
Truist Investment Services, INC.Broker
August 1999 - Present · 27 yrs 2 mos
Previous Registrations
Suntrust Investment Services, INC.
August 1999 - December 2016 · 17 yrs 4 mos
The Dreyfus Service CorporationBroker
May 1996 - September 1999 · 3 yrs 4 mos
Great Western Financial Securities CorporationBroker
October 1995 - April 1996 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1993 - June 1995 · 1 yr 8 mos
Pruco Securities CorporationBroker
March 1991 - February 1993 · 1 yr 11 mos
The Prudential Insurance Company of AmericaBroker
March 1991 - February 1993 · 1 yr 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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