Dane Zachary Blakeley
Investment Adviser Representative at Truist Advisory Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Dane Zachary Blakeley is an investment adviser representative with Truist Advisory Services, Inc. in Shenandoah, TX, where they have been registered since 2026. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Wells Fargo Advisors and J.p. Morgan Securities LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- J.P. Morgan Securities LLCSep 2018 – Oct 2022Houston, TX
- Staples Business AdvantageJan 2018 – Jul 2018Houston, TX
- Bank of AmericaDec 2015 – Jan 2018Houston, TX
- Best BuyJun 2016 – Jan 2017Houston, TX
- JP Morgan Chase Bank, N.A.Sep 2018 – Oct 2022Houston, TX
- UnemployedAug 2018 – Aug 2018Tomball, TX
- Merrill Lynch, Pierce, Fenner & Smith IncMay 2017 – Jun 2017Houston, TX
- Wells Fargo Clearing Services, LLCMay 2023 – Apr 2026The Woodlands, TX
- Wells Fargo Bank, NAMay 2023 – Apr 2026The Woodlands, TX
- UnemployedOct 2022 – May 2023Magnolia, TX
- Truist Investment Services, IncApr 2026 – no end date reportedShenandoah, TX
- Truist Advisory Services, IncApr 2026 – no end date reportedShenandoah, TX
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Truist Advisory Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Advisory programs and services, including AMC Wrap Managed Programs, Consulting Services, FP AMC Advantage, and third-party manager programs.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2,003
- Offices listed on AdvisorFinder:
- 53
- Main office:
- Atlanta, GA
- SEC file number:
- 801-107729
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 30, 2026
View full firm profileOther advisors at Truist Advisory Services, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dane Zachary Blakeley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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