Supreme Alliance
47yrs
Top advisor by experience in Charlotte
21yrs
Daniel Huth is a fiduciary financial advisor in Charlotte, North Carolina, with 21 years in the industry. Daniel joined Truist Advisory Services in 2024, after a year at M&t Securities and eight years at UBS Financial Services. Truist Advisory Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 71% of advisors in Charlotte
Office214 N Tryon St Floor 32, Charlotte, NC 28202
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowTruist Advisory Services, Inc.Current firm
- Nov 2020 – Jun 2021M&t Securities, Inc.Previously
- 2012 – 2020UBS Financial Services Inc.Previously
Contact Daniel
Local office(980) 985-8303Ask for Daniel. (800) 874-4770Main office · Atlanta, GA 214 N Tryon St Floor 32Charlotte, NC 28202Office · Get directions Firm websitewww.truist.com/wealth/tas-disclosure
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Daniel’s local office at (980) 985-8303 or the Truist Advisory Services main office at (800) 874-4770, and ask for Daniel Huth.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2006, about 21 years. More experience than 71% of advisors in Charlotte.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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