Mary Grace Nunez Mamolo

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

• 03/2021 → 06/2022
  Jpmorgan Chase Bank, N.A.
  Franklin, TN
• 03/2021 → 06/2022
  J.P. Morgan Securities Llc
  Franklin, TN
• 02/2017 → 01/2021
  Regions Bank
  Nashville, TN
• 08/2016 → 01/2017
  Unemployed
  Hendersonville, TN
• 02/2021 → 02/2021
  Unemployed
  Hendersonville, TN
• 06/2022 → 11/2024
  Wells Fargo Clearing Services, Llc
  Nashville, TN
• 06/2022 → 11/2024
  Wells Fargo Bank, Na
  Nashville, TN
• 11/2024 → Present
  Truist Advisory Service, Inc
  Hendersonville, TN
• 11/2024 → Present
  Truist Advisory Services, Inc
  Hendersonville, TN

Previous Registrations

• 2022-09-23 → 2024-11-19
  Wells Fargo Clearing Services, Llc
  Hendersonville, TN
  Nashville, TN
  Birmingham, AL
  Hendersonville, TN
  Memphis, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-23
• S63 Uniform Securities Agent State Law Examination
  2021-06-04

Other Names

• Mary Grace Nunez Mamolo
• Grace N Mamolo
• Mary Grace Doria Nunez
• Mary Grace Doria Mamolo
• Mary Grace Mamalo
• Mary Grace N Mamolo
• Mary Grace Mamolo
• Mary Grace Nunez Mamola