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Leah Wehinger

Director, Executive Vice President, Head of Investment Advice and Solutions at Truist Advisory Services

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
5
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Leah Wehinger is Director, Executive Vice President, Head of Investment Advice and Solutions of Truist Advisory Services, Inc., a Atlanta investment adviser managing $77.4B. Leah Wehinger has a current broker registration and no current investment-adviser registration and has passed 5 licensing exams.

Role at Truist Advisory Services

Title on Schedule A
Director, Executive Vice President, Head of Investment Advice and Solutions
Control
Leah Wehinger is a control person of Truist Advisory Services.
Ownership
An individual ownership band is not available in the source record.
Tenure
Leah Wehinger has held the filed role since October 2021.

The firm

Truist Advisory Services, Inc.
Atlanta, GA

Form ADV filed 30 August 2026

$77.4B AUM129,307 clients2,360 advisers50 offices

Career on record

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 24 · 1998
  3. Passed Series 31 · 1996
  4. Passed Series 7 and Series 63 · 1988

Registrations and exams

Broker registration; no current adviser registration. Leah Wehinger has passed 5 qualifying exams.

Examinations

Series 633 June 1988
Name
Uniform Securities Agent State Law Examination
Series 248 July 1998
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 3116 December 1996
Name
Futures Managed Funds Examination
Series 721 May 1988
Name
General Securities Representative Examination

Individual record

Full name
Leah Rowe Wehinger
CRD
1719505
Firm
Truist Advisory Services, Inc.
Registration status
Broker registration; no current adviser registration
Firm bio
truist.com

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

Background

Truist identifies Leah Wehinger as Head of Investment Advice & Solutions and describes her responsibility for investment expertise and solutions for Truist clients. Official firm biography/team page

Education

Common questions

Where does Leah Wehinger work?

Leah Wehinger has been Director, Executive Vice President, Head of Investment Advice and Solutions of Truist Advisory Services, Inc. since October 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 August 2026

Does Leah Wehinger have a current investment-adviser registration?

Leah Wehinger has a current broker registration and no current investment-adviser registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Leah Wehinger passed?

Leah Wehinger has passed 5 licensing exams: the Series 7, Series 63, Series 31, Series 24 and SIE. The earliest, the Series 7, was passed in May 1988.

Source: IAPD individual record, checked 17 October 2026

Leadership at Truist Advisory Services

  • Bryan Cram
    President, Chief Executive Officer and Vice Chairman
  • Patricia Centeno
    Director, Chief Compliance Officer, Senior Vice President
  • Jeffrey Dunn
    Director, Executive Vice President
  • Tonya Tyson
    Director, Assistant Secretary, Chief Operations Officer, Senior Vice President
  • Evelyn Callender
    Treasurer and Chief Financial Officer
  • Cecilia Mavico
    Secretary, Chief Operating Officer, Senior Vice Chairman
  • Brian Dowhower
    Chairman of the Board
  • Keith Lerner
    Chief Investment Officer
  • Scott Stearsman
    Director

Sources

  1. IAPD individual record, CRD 1719505. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Truist Advisory Services, Inc., filed 30 August 2026. Title, control and ownership bands.
  3. Truist Advisory Services team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Leah Wehinger or Truist Advisory Services, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.