A little clarity for your next chapter.My shortlist ↗Our approach ↗
Find my starting point
Menu
All firms/Truist Investment Services, Inc.
DIRECTORY AFFILIATION

Truist Investment Services, Inc.

Truist Investment Services, Inc. is listed as a broker-dealer affiliation in the supplied professional directory. Explore the associated professional profiles and their recorded branch locations.

BankRegionalRetailWealth Management
23linked professional records
0researched profiles
11listed office cities
THE PEOPLE CONNECTED TO THIS FIRM

Explore linked advisors & professionals.

Compare your conversations

A directory relationship is not confirmation of current employment, registration, or availability. Open the profile’s source and verify with the firm.

23 profiles

Directory summaries · open a profile for full details

Page 1 of 2
ProfessionalFirm & roleOfficeFocusShortlist
AG
Alyssa GoldsteinHistorical record
Truist Investment Services, Inc.Wealth AdvisorNew YorkNew YorkWealth management
AR
Anthony Richard PolidoroHistorical record
Truist Investment Services, Inc.Financial professionalSpartanburgSouth CarolinaFinancial services
CK
Carolyn Kaye LevineHistorical record
Truist Investment Services, Inc.Financial professionalNew YorkNew YorkFinancial services
CL
Charles Leonard SwarnsHistorical record
Truist Investment Services, Inc.Managing Director, Regional DirectorNew YorkNew YorkFinancial services
CB
Christopher Bram DentHistorical record
Truist Investment Services, Inc.Financial professionalRivertonNew JerseyFinancial services
CT
Craig Thomas BisagnaHistorical record
Truist Investment Services, Inc.Financial professionalCharlotteNorth CarolinaFinancial services
DJ
Douglas James DalmedoHistorical record
Truist Investment Services, Inc.Bank AdvisorNew YorkNew YorkWealth management
EM
Eileen Marion WoodHistorical record
Truist Investment Services, Inc.Financial professionalMount LaurelNew JerseyFinancial services
EC
Elizabeth Caba PerezHistorical record
Truist Investment Services, Inc.Client Service AssociateSaint CloudFloridaFinancial services
ES
Erik Staffan TozziHistorical record
Truist Investment Services, Inc.Managing Director, Senior Wealth Advisor, Wealth AdvisorNew YorkNew YorkWealth management
JB
Jason Bennett ApuzzioHistorical record
Truist Investment Services, Inc.Senior Vice President, Wealth AdvisorPrincetonNew JerseyWealth management
JA
Jonathan Andrew CohenHistorical record
Truist Investment Services, Inc.Financial Advisor, Managing DirectorNew YorkNew YorkWealth management

Search index refreshed September 20, 2026. This is not a verification date for historical records.

An illustrative financial planning conversation in a bright officeA LITTLE CLARITY. A NEW POSSIBILITY.
LET’S FIND YOUR STARTING POINT

Your next chapter deserves a thoughtful start.

A clearer plan starts with the right conversation. Explore advisors around your goals, then choose your next step.

Free to exploreYou control who hears from you
An illustrative financial planning conversation

A FREE RESOURCE FOR YOUR NEXT STEP

The advisor interview kit.

Bring better questions to your first conversation and compare the answers from different advisors side by side.

Get my free copy 3-page PDF · Immediate download after your request