Steven Viet Dinh
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.
Steven Viet Dinh is an investment adviser representative with Truist Advisory Services, Inc. in Garner, NC, where they have been registered since 2023. They have worked in the securities industry since 2017 and have been registered with 3 firms, including Citizens Securities, Inc. and Wells Fargo Clearing Services, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina and Pennsylvania.
Registrations & licenses
- Investment adviser:
- North Carolina, Pennsylvania
- Broker:
4 states and territories
Delaware, New Jersey, North Carolina, Pennsylvania
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.
- Wells Fargo BANK, NANov 2016 – Jul 2017Bryn Mawr, PA
- Wells Fargo Clearing Services, LLCJul 2017 – Aug 2018Bryn Mawr, PA
- Citizens Securities Inc.Aug 2018 – Jul 2021Wynnewood, PA
- Citizens BANKAug 2018 – Jul 2021Wynnewood, PA
- Citizens Securities, INCJul 2021 – Apr 2022Westwood, MA
- Citizens Bank, N.AJul 2021 – Apr 2022Wynnewood, PA
- Wells Fargo Clearing Services, LLCApr 2022 – Nov 2022Phoenixville, PA
- Wells Fargo BANK, NAApr 2022 – Nov 2022Phoenixville, PA
- Citizens Securities, Inc.Nov 2022 – Apr 2023Trappe, PA
- Truist Advisory Services Inc.Apr 2023 – no end date reportedWest Chester, PA
- Truist Investment Services Inc.Apr 2023 – no end date reportedWest Chester, PA
Official records & sources
Data as of August 10, 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.
Showing 12 of 2,003 in the directory
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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. Steven Viet Dinh 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.
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