Role at Truist Advisory Services
- Title on Schedule A
- Chief Investment Officer
- Control
- Keith Lerner is a control person of Truist Advisory Services.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Keith Lerner has held the filed role since September 2025.
The firm
Form ADV filed 30 August 2026
Career on record
Keith Lerner has been registered through Truist Advisory Services since December 2016, and before that through Suntrust Investment Services, Inc..
- Genspring Family Offices, LLC– · under a yearAtlanta, GA · Adviser representative · Firm CRD 109278
- – present · 10 yearsAtlanta, GA · Adviser representative · Firm CRD 283390
- Suntrust Investment Services, Inc.– · 3 yearsAtlanta, GA · Adviser representative · Firm CRD 17499
- Passed Series 63 · 2009
- Passed Series 86 · 2008
- Passed Series 7 and Series 87 · 2005
Registrations and exams
Keith Lerner has a current investment-adviser registration in Georgia and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Georgia | Investment adviser representative | Approved | 1 December 2016 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 8 January 2009 |
| Series 86 | Research Analyst Exam - Part I Analysis Module | 10 March 2008 |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 3 November 2005 |
| Series 7 | General Securities Representative Examination | 26 September 2005 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Research Analyst Exam - Part I Analysis Module
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- General Securities Representative Examination
Individual record
- Full name
- Keith Joseph Lerner
- CRD
- 2961603
- Registration status
- Investment adviser registration
- Office
- 303 PEACHTREE STREET NE, FL 31, Atlanta, GA 30308
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Keith Lerner work?
Keith Lerner has been Chief Investment Officer of Truist Advisory Services, Inc. since September 2025, and is a control person of the firm.
Is Keith Lerner a financial advisor?
Yes. Keith Lerner has a current investment-adviser registration in Georgia, through Truist Advisory Services since December 2016, as of 17 October 2026.
How many years of experience does Keith Lerner have?
Keith Lerner has worked in the financial industry for 12 years as of 17 October 2026, counted from 6 April 2014, across 3 adviser firms.
What exams has Keith Lerner passed?
Keith Lerner has passed 4 licensing exams: the Series 7, Series 87, Series 86 and Series 63. The earliest, the Series 7, was passed in September 2005.
Where did Keith Lerner work before Truist Advisory Services?
Before Truist Advisory Services, Keith Lerner was registered through Suntrust Investment Services, Inc., October 2009 to June 2012.
Where is Keith Lerner based?
Keith Lerner’s registered office is in Atlanta, GA.
Leadership at Truist Advisory Services
- 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
- Evelyn CallenderTreasurer and Chief Financial Officer
- Cecilia MavicoSecretary, Chief Operating Officer, Senior Vice Chairman
- Brian DowhowerChairman of the Board
- Scott StearsmanDirector