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Harry Pilson

Truist Advisory Services, INC.
26 Years of Experience
Mclean, VA
4 DisclosuresBroker
View SEC Summary
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Harry Pilson is a registered investment advisor at Truist Advisory Services, INC., based in Mclean, VA, with 26 years of industry experience. Harry 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

8200 Greensboro Dr, Ste 100A, Mclean, VA, 22102

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History

Regulatory History (4)
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
July 2016
Denied
Customer Dispute
April 2009
Denied
Customer Dispute
March 2009
Settled
Customer Dispute
March 2009
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Truist Advisory Services, INC.
October 2016 - Present · 10 yrs
Truist Investment Services, INC.
June 2016 - Present · 10 yrs 4 mos
Truist Investment Services, INC.Broker
June 2016 - Present · 10 yrs 4 mos
Previous Registrations
Suntrust Investment Services, INC.
July 2016 - December 2016 · 5 mos
Wells Fargo Advisors, LLCBroker
February 2009 - July 2016 · 7 yrs 5 mos
Wells Fargo Advisors, LLC
February 2009 - July 2016 · 7 yrs 5 mos
Banc of America Investment Services, INC.
October 2004 - February 2009 · 4 yrs 4 mos
Banc of America Investment Services, INC.Broker
October 2004 - February 2009 · 4 yrs 4 mos
Quick & Reilly, INC.
August 2002 - October 2004 · 2 yrs 2 mos
Quick & Reilly, INC.Broker
June 2002 - October 2004 · 2 yrs 4 mos
H&r Block Financial Advisors, INC.Broker
November 2001 - May 2002 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2000 - October 2001 · 1 yr 1 mo
Berkshire Equity Sales, INC.Broker
February 2000 - July 2000 · 5 mos
State Registrations25 states
ALCACOCTDCDEFLGAHIILKYMAMDNCNJNVNYOHPASCTNTXVAWVWY
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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