Bradley Thomas Ostermann

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

• 03/2022 → 01/2023
  Truist Investment Services, Inc.
  Richmond, VA
• 09/2016 → Present
  Self Employment
  Glen Allen, VA
• 08/2021 → 03/2022
  Allegis Group (Aerotek)
  Richmond, VA
• 10/2016 → 08/2021
  Wells Fargo Advisors
  Glen Allen, VA
• 12/2014 → 10/2016
  Wells Fargo Advisors
  Glen Allen, VA
• 10/2022 → 01/2023
  Truist Advisory Services,Inc.
  Richmond, VA
• 01/2023 → Present
  Truist Investment Services, Inc.
  Richmond, VA
• 01/2023 → Present
  Truist Advisory Services, Inc.
  Richmond, VA

Other Businesses

OLD DOMINION UMPIRES ASSOCIATION POSITION: Active Member NATURE: Baseball Umpiring. INVESTMENT RELATED: No NUMBER OF HOURS: 18 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2017 ADDRESS: , Richmond VA , United States DESCRIPTION: Act as an umpire to officiate baseball games, from youth levels, local high schools, and local adult leagues. ROVER POSITION: Dog Walker NATURE: Walking dogs outside of Truist work hours. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/06/2021 ADDRESS: Glen Allen VA, United States DESCRIPTION: Walking dogs periodically.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-15

Other Names

• Brad Ostermann
• Bradley Ostermann