Morgan Stanley
47yrs
Top advisor by experience in District of Columbia
5yrs
Diego Velez
Financial advisor at Truist Advisory Services
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office1445 New York Ave NW - 4th Floor, Washington, DC 20005
How the firm is paid ?Percent of assets, Flat fee
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.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2021 – nowTruist Advisory Services, Inc.Current firm
Questions to ask Diego
Tailored to Diego’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Diego
How do I contact Diego?
Call Truist Advisory Services at 800-874-4770 and ask for Diego Velez. Diego works from the Washington, DC office.
How long has Diego been a financial advisor?
Diego has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Diego hold?
No exams are listed on the official record.
Is Diego a fiduciary?
Diego is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Diego paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Diego for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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