TrueAdvisor
TrueAdvisor
PS
PS

Paul Scaglione

Truist Advisory Services, INC.
31 Years of Experience
Canton, GA
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Paul Scaglione is a registered investment advisor at Truist Advisory Services, INC., based in Canton, GA, with 31 years of industry experience. Paul 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
—
View Full SEC Brochure

Location

3279 E Cherokee Dr, Canton, GA, 30115

Get directions

History

Regulatory History (3)
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
September 2005
Settled
Customer Dispute
July 2002
Award / Judgment
Customer Dispute
August 2001
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Truist Advisory Services, INC.
June 2024 - Present · 2 yrs 4 mos
Truist Investment Services, INC.
May 2024 - Present · 2 yrs 5 mos
Truist Investment Services, INC.Broker
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Wells Fargo Advisors
March 2016 - June 2024 · 8 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
March 2016 - June 2024 · 8 yrs 3 mos
Suntrust Investment Services, INC.
August 2008 - March 2016 · 7 yrs 7 mos
Suntrust Investment Services, INC.Broker
August 2008 - March 2016 · 7 yrs 7 mos
Wachovia Securities, LLCBroker
January 2006 - August 2008 · 2 yrs 7 mos
Wachovia Securities, LLC
January 2006 - August 2008 · 2 yrs 7 mos
Wachovia Securities, LLC
July 2002 - January 2006 · 3 yrs 6 mos
Wachovia Securities, LLCBroker
June 2002 - January 2006 · 3 yrs 7 mos
Wachovia Securities, INC.Broker
March 2001 - June 2002 · 1 yr 3 mos
Synovus Securities, INC.Broker
August 1999 - January 2001 · 1 yr 5 mos
Liberty Securities CorporationBroker
October 1998 - August 1999 · 10 mos
Southtrust Securities, INC.Broker
October 1998 - August 1999 · 10 mos
Suntrust Securities, INC.Broker
March 1998 - October 1998 · 7 mos
Nationsbanc Investments, INC.Broker
January 1998 - March 1998 · 2 mos
NationssecuritiesBroker
October 1994 - January 1998 · 3 yrs 3 mos
Robert Thomas Securities, INCBroker
September 1994 - September 1994 · 0 mos
State Registrations23 states
ALARAZCACOFLGAILKYLAMIMNNCNVNYOHPASCTNTXUTVAWI
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.
More Advisors
More financial advisors in Canton, GA →All financial advisors in Georgia →