Gene Maszy
Gene Maszy is a CFP-designated registered investment advisor at Truist Advisory Services, INC., based in Jacksonville, FL, with 26 years of industry experience. Gene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
3720 S 3rd St, Jacksonville, FL, 32250
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2008Customer Dispute
May 2008Other Business Activities
Gene works as an actor for print, TV, and internet, dedicating minimal time. He also serves as a board member for Cleaning Up Todays Society Inc, a non-profit focused on youth mentorship, spending a few hours per week on board oversight and fundraising.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Investment Advisors
Proequities, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations24 states
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.