Suntrust Equitable Securities Corporation is a large advisory firm based in Atlanta. It manages $25.24 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Georgia and Tennessee.
Suntrust Equitable Securities Corporation provides portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Suntrust Equitable Securities Corporation is $25.24 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Suntrust Equitable Securities Corporation for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John William Spiegel has been acting as President since 1 Jan 1998. Rodney Trent Toothman joined the executive team most recently as the Crop/Srop.
The principal office where Suntrust Equitable Securities Corporation performs its advisory services is located at 303 Peachtree Street Ne, Atlanta, GA 30308 The mailing address of the firm is Po Box 4418 Center Code 3910, Atlanta, GA 30302 4418. An additional office of the firm is in Nashville, TN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-724-3123 or by fax 404-724-3754. The normal business hours are 8:30am to 5 pm on Monday - Friday.