TrueAdvisor
TrueAdvisor
KT
CFP
KT
CFP

Karyn Talarico

Truist Advisory Services, INC.
24 Years of Experience
Saint Petersburg, FL
Broker
View SEC Summary
View SEC Summary

Karyn Talarico is a CFP-designated registered investment advisor at Truist Advisory Services, INC., based in Saint Petersburg, FL, with 24 years of industry experience. Karyn 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
1974 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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View Full SEC Brochure

Location

360 Central Ave, Fl 17, Saint Petersburg, FL, 33701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Investment Services, INC.
December 2019 - Present · 6 yrs 10 mos
Truist Investment Services, INC.Broker
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
April 2008 - January 2018 · 9 yrs 9 mos
Bb&t Investment Services, INC.Broker
April 2008 - January 2018 · 9 yrs 9 mos
Wachovia Securities, LLC
May 2006 - April 2008 · 1 yr 11 mos
Wachovia Securities, LLCBroker
May 2006 - April 2008 · 1 yr 11 mos
Wachovia Securities, LLCBroker
September 2003 - December 2005 · 2 yrs 3 mos
PNC Capital Markets, INC.Broker
October 2001 - July 2003 · 1 yr 9 mos
State Registrations14 states
ALFLGAINKYMDMINCNJNYOHRISCTX
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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