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Steven Wiltshire

Truist Advisory Services, INC.
31 Years of Experience
Coral Springs, FL
1 DisclosureBroker
View SEC Summary
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Steven Wiltshire is a registered investment advisor at Truist Advisory Services, INC., based in Coral Springs, FL, with 31 years of industry experience. Steven 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

6210 Coral Ridge Dr, Coral Springs, FL, 33076

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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.
Employment Separation After Allegations
February 2009
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Steven is the owner of SAV Group LLC, involved in wholesale jewelry purchases and sales, dedicating minimal time to this activity. He is also the sole owner of SAV Rigs LLC, established to register and title his personal vehicles, requiring no time commitment.

Employment History
Current Registrations
Truist Advisory Services, INC.
October 2016 - Present · 10 yrs
Truist Investment Services, INC.
November 2013 - Present · 12 yrs 11 mos
Truist Investment Services, INC.Broker
November 2013 - Present · 12 yrs 11 mos
Previous Registrations
Suntrust Investment Services, INC.
November 2013 - December 2016 · 3 yrs 1 mo
Raymond James & Associates, INC.Broker
February 2013 - November 2013 · 9 mos
Raymond James & Associates, INC.
February 2013 - November 2013 · 9 mos
Morgan Keegan & Company, INC.
July 2009 - February 2013 · 3 yrs 7 mos
Morgan Keegan & Company, INC.Broker
April 2009 - February 2013 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2006 - March 2009 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2006 - March 2009 · 2 yrs 7 mos
UBS Financial Services INC.
June 2001 - August 2006 · 5 yrs 2 mos
UBS Financial Services INC.Broker
June 2001 - August 2006 · 5 yrs 2 mos
H&r Block Financial Advisors, INC.Broker
March 1995 - May 2001 · 6 yrs 2 mos
State Registrations22 states
AZCACOFLGAHIINMDMIMNMONCNJNMNYOHPASCTNTXVAWI
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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