Sherry Boulay
Sherry Boulay is a CFP-designated registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, with 24 years of industry experience. Sherry 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
740 Battery Ave, Se, Ste 8500, Atlanta, GA, 30339
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Regulatory History (1)
Customer Dispute
July 2010Other Business Activities
Sherry is a board member at Families First, Inc., a non-profit organization providing various services to youth and families. She dedicates minimal time to overseeing the management team and strategic plan.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Truist Investment Services, INC.
Previous Registrations
Suntrust Investment Services, INC.
State Registrations11 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.