Thomas Joseph Gletner

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

• 05/2000 → Present
  Suntrust Investment Services
  Chevy Chase, MD
• 08/2016 → Present
  Suntrust Advisory Services
  Atlanta, GA

Other Businesses

GEORGETOWN UNIVERSITY POSITION: Board of Advisors Member NATURE: Educational Institution INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/30/2024 ADDRESS: Washington DC, United States DESCRIPTION: All Georgetown undergraduate applicants must be interviewed by alumni volunteer. These volunteer groups are organized geographically with an assigned Chairperson. In addition to my work as Chairperson of the Bethesda Chevy Chase interview committee (already disclosed), I am also currently on the Georgetown Alumni Admission Program Board of Advisors. This group works closely with admissions staff to ensure the interview program is operating efficiently, generates ideas for improvement, adapts to changing rules or societal norms, passes admissions data to interviewers, etc.

Exams

• S66 Uniform Combined State Law Examination
  2002-08-29
• S63 Uniform Securities Agent State Law Examination
  1995-10-13