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Todd Douglas Ryman

Truist Advisory Services, Inc.

Atlanta, GA

CRD 2648270

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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:

Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2017-04-11
  • GA RA
    APPROVED
    Since 2017-04-11

Branch Locations

3020 Peachtree Rd, Nw, Atlanta, GA 30305 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Deutsche Bank Securities Inc. Atlanta GA 05/2011 09/2016
Raymond James & Associates, Inc. Atlanta GA 09/2016 02/2017
Suntrust Investment Services Atlanta GA 02/2017 Present
Suntrust Advisory Services Atlanta GA 02/2017 Present
Previous Registrations
Other Businesses

RYMAN FAMILY HOLDINGS LLC POSITION: Secretary NATURE: Rick Warren Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/23/2018 ADDRESS: , Duluth GA , United States DESCRIPTION: Ryman Family Holdings LLC sole purpose will be as owner of personal IRA assets investing in Rick Warren RE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-08-20
S63 Uniform Securities Agent State Law Examination 1995-09-25
  • S65 Uniform Investment Adviser Law Examination
    2003-08-20
  • S63 Uniform Securities Agent State Law Examination
    1995-09-25

View on SEC IAPD

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