Gloria Bertagnolli Ryan

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

• 12/2010 → 01/2017
  Compass Bank
  Houston, TX
• 05/2013 → 01/2017
  Bbva Securities Inc.
  Houston, TX
• 01/2015 → 01/2017
  Bbva Wealth Solutions Inc.
  Houston, TX
• 12/2012 → 01/2017
  Bbva Compass Insurane Agency, Inc.
  Austin, TX
• 01/2017 → Present
  Suntrust Bank
  Houston, TX
• 02/2017 → Present
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 02/2017 → Present
  Suntrust Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2015-01-22 → 2017-01-30
  Pnc Managed Account Solutions, Inc.
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-16
• S63 Uniform Securities Agent State Law Examination
  2013-01-04

Other Names

• Gloria B Ryan
• Gloria B. Ryan