Supriyo Bose

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD

Claim This Profile

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-12-18
MD	RA	APPROVED	2023-01-20

TX RA
APPROVED_RES

Since 2024-12-18
MD RA
APPROVED

Since 2023-01-20

Branch Locations

11810 Grand Park Ave, North Bethesda, MD 20852 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Suntrust Investment Services, Inc.	Atlanta	GA	12/2012	12/2022
Suntrust Bank	Rockville	MD	12/2012	12/2022
Suntrust Advisory Services	Atlanta	GA	09/2016	12/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	North Bethesda	MD	12/2022	Present
Truist	Silver Spring	MD	12/2012	02/2022
Bank Of America, N.A.	North Bethesda	MD	04/2023	Present

12/2012 → 12/2022

Suntrust Investment Services, Inc.

Atlanta, GA
12/2012 → 12/2022

Suntrust Bank

Rockville, MD
09/2016 → 12/2022

Suntrust Advisory Services

Atlanta, GA
12/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD
12/2012 → 02/2022

Truist

Silver Spring, MD
04/2023 → Present

Bank Of America, N.A.

North Bethesda, MD

Previous Registrations

2016-09-27 → 2023-01-09

Truist Advisory Services, Inc.

Fairfax, VA

Silver Spring, MD

Rockville, MD

Silver Springs, MD

Silver Spring, MD

Rockville, MD

Gaithersburg, MD
2013-09-10 → 2016-12-31

Truist Investment Services, Inc.

Rockville, MD

Fairfax, VA

Silver Spring, MD

Rockville, MD

Silver Spring, MD

Silver Spring, MD

Rockville, MD

Olney, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-09-05
S63	Uniform Securities Agent State Law Examination	2008-02-23

S66 Uniform Combined State Law Examination

2013-09-05
S63 Uniform Securities Agent State Law Examination

2008-02-23

View on SEC IAPD

Other Firms

GLASSMAN WEALTH SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

PROFIT INVESTMENTS

AMERIPRISE FINANCIAL SERVICES, LLC

ORTMAN FINANCIAL PLANNING

LPL FINANCIAL LLC

Other Investors

Brian SCOTT Ewers

STACEE BAIN CRITTENDEN

SYED ABDUL RUMIN

Matthew EVERETT Bosley

Craig ARGENT Dell

DIEGO J DOMINGUEZ

Grant Patrick Furnary

Other Offices

GLASSMAN WEALTH SERVICES, LLC · NORTH BETHESDA, MD

CETERA INVESTMENT ADVISERS LLC · North Bethesda, MD

GLASSMAN WEALTH SERVICES, LLC · BETHESDA, MD

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · North Bethesda, MD

PROFIT INVESTMENTS · NORTH BETHESDA, MD

AMERIPRISE FINANCIAL SERVICES, LLC · ROCKVILLE, MD

EDWARD JONES · Rockville, MD

ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

More in North Bethesda, MD

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor