Eric Michael Gluse

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 02/2021
  Bbtis
  Columbia, SC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Newberry, SC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Columbia, SC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Columbia, SC

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Columbia, SC
  Columbia, SC
  Columbia, SC
  Newberry, SC
  West Columbia, SC
  Wilmington, NC
  Chapin, SC
  Batesburg, SC
  Charlotte, NC
  Columbia, SC
  Charlotte, NC
  Richmond, VA
• 2012-03-13 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Columbia, SC
  Columbia, SC
  Irmo, SC
  Columbia, SC
  Columbia, SC
  Columbia, SC
  Columbia, SC
  Columbia, SC
  Columbia, SC
  Newberry, SC
  West Columbia, SC
  Wilmington, NC
  Chapin, SC
  Batesburg, SC
• 2010-11-09 → 2012-03-14
  Raymond James Financial Services Advisors, Inc
  Irmo, SC
  Columbia, SC
• 2009-08-18 → 2010-11-02
  Oak Advisors, Llc
  Bluffton, SC
• 2008-12-19 → 2009-04-17
  Truist Investment Services, Inc.
  Greenville, SC
• 2007-09-20 → 2008-11-03
  Lpl Financial Llc
  Columbia, SC
  Fort Mill, SC
  Columbia, SC
  Charleston, SC
  Daniel Island, SC
• 2005-06-15 → 2007-09-17
  Uvest Financial Services Group, Inc.
  Fort Mill, SC
  Rock Hill, SC
  Rock Hill, SC
  Columbia, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-21
• S63 Uniform Securities Agent State Law Examination
  1988-01-20

Designations

• Certified Financial Planner

Other Names

• Eric M Gluse