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Andrew Cryar

9 Years of Experience
Atlanta, GA
1 DisclosureBroker

Andrew Cryar is a registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, with 9 years of industry experience. Andrew 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2018 advisors
Number of Clients
124,359 clients
Average Client Portfolio
$545K average
Assets Under Management
$67.7B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

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.

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Location

303 Peachtree St, Ne, Fl 2, Atlanta, GA, 30308

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History

Regulatory History (1)
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Employment Separation After Allegations
October 2020
Employment History
Current Registrations
Truist Advisory Services, INC.
August 2021 - Present · 4 yrs 9 mos
Truist Investment Services, INC.Broker
July 2021 - Present · 4 yrs 10 mos
Truist Investment Services, INC.
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
E*trade Capital Management, LLC
November 2020 - December 2020 · 1 mo
E*trade Securities LLCBroker
October 2020 - December 2020 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2017 - October 2020 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2016 - October 2020 · 3 yrs 11 mos
J.P. Turner & Company, L.L.C.Broker
February 2015 - May 2015 · 3 mos
State Registrations47 states
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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.