Keith Joseph Lerner
Chief Investment OfficerTruist Advisory Services, Inc.CRD 2961603
About Keith Joseph Lerner
Keith Joseph Lerner is listed as Chief Investment Officer at Truist Advisory Services, Inc. in Atlanta, GA. Form ADV reports a beneficial ownership band of Under 5%. Keith Joseph Lerner is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Truist Advisory Services, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Keith Joseph Lerner work?
Keith Joseph Lerner is listed as Chief Investment Officer at Truist Advisory Services, Inc. on SEC Form ADV.
How much of Truist Advisory Services, Inc. does Keith Joseph Lerner own?
Form ADV reports a beneficial ownership band of Under 5%.
Truist Advisory Services, Inc.
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Gfo Advisory Services, LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |