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Thomas Dietrich

Truist Advisory Services, INC.
26 Years of Experience
Pensacola, FL
3 DisclosuresBroker
View SEC Summary
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Thomas Dietrich is a registered investment advisor at Truist Advisory Services, INC., based in Pensacola, FL, with 26 years of industry experience. Thomas 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

220 W Garden St, Ste 800, Pensacola, FL, 32502

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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 2023
Denied
Customer Dispute
January 2011
Denied
Criminal
March 2000
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Thomas owns residential rental property since 2005. He spends minimal time on this activity.

Employment History
Current Registrations
Truist Advisory Services, INC.
August 2016 - Present · 10 yrs 2 mos
Truist Investment Services, INC.
December 2010 - Present · 15 yrs 10 mos
Truist Investment Services, INC.Broker
December 2010 - Present · 15 yrs 10 mos
Previous Registrations
Suntrust Investment Services, INC.
February 2011 - December 2016 · 5 yrs 10 mos
Wells Fargo Advisors, LLC
September 2005 - December 2010 · 5 yrs 3 mos
Wells Fargo Advisors, LLCBroker
July 2005 - December 2010 · 5 yrs 5 mos
Edward JonesBroker
January 2000 - July 2005 · 5 yrs 6 mos
Pan-American Financial AdvisersBroker
August 1999 - November 1999 · 3 mos
State Registrations34 states
AKALARAZCACOCTDCDEFLGAILINKYLAMAMIMOMSNCNHNVNYOHORPASCTNTXVAWAWIWVWY
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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