Evelyn Callender has been Treasurer and Chief Financial Officer of Truist Advisory Services since April 2026, is a control person of the firm and directly owns under 5% of it.
Truist Advisory Services, Inc. is an Atlanta, GA firm with $77.4B under management, 129,307 clients and 2,360 advisers across 2,882 offices, as of its August 2026 filing.
No adviser firm registrations are on Evelyn Callender’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 27 | Financial and Operations Principal Examination | 29 September 2023 |
| Series 99TO | Operations Professional Examination | 23 September 2022 |
| SIE | Securities Industry Essentials Examination | 23 September 2022 |
- Name
- Financial and Operations Principal Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Evelyn Michelle Callender
- CRD
- 7591739
- Firm
- Truist Advisory Services · CRD 283390
- Role
- Treasurer and Chief Financial Officer
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Evelyn Callender work?
Evelyn Callender has been Treasurer and Chief Financial Officer of Truist Advisory Services, Inc. since April 2026, and is a control person of the firm.
Does Evelyn Callender have a current investment-adviser registration?
Evelyn Callender has a current broker registration and no current investment-adviser registration.
What exams has Evelyn Callender passed?
Evelyn Callender has passed 3 licensing exams: the Series 99TO, SIE and Series 27. The earliest, the Series 99TO, was passed in September 2022.
Is Evelyn Callender registered with FINRA?
Yes. Evelyn Callender has a current broker registration, under CRD 7591739.
Source: FINRA BrokerCheck
How can I verify Evelyn Callender’s record?
Search CRD 7591739 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Evelyn Callender’s full registration record.
- Bryan CramPresident, Chief Executive Officer and Vice Chairman
- Patricia CentenoDirector, Chief Compliance Officer, Senior Vice President
Jeffrey DunnDirector, Executive Vice President- Tonya TysonDirector, Assistant Secretary, Chief Operations Officer, Senior Vice President
Leah WehingerDirector, Executive Vice President, Head of Investment Advice and Solutions- Cecilia MavicoSecretary, Chief Operating Officer, Senior Vice Chairman
- Brian DowhowerChairman of the Board
- Keith LernerChief Investment Officer
- Scott StearsmanDirector