Best Investors Account Sign in

Ryan Raj Mahtani

Truist Advisory Services, Inc.

Mobile, AL

CRD 5579198

Claim This Profile
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
LA RA APPROVED 2021-04-14
AL RA APPROVED 2021-03-02
  • LA RA
    APPROVED
    Since 2021-04-14
  • AL RA
    APPROVED
    Since 2021-03-02

Branch Locations

41 W I-65 Service Rd N Fl 1, Mobile, AL 36608 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bbtis Mobile AL 01/2013 02/2021
Bb&T Securities, Llc Saraland AL 01/2018 02/2021
Truist Investment Services, Inc. Mobile AL 02/2021 Present
Truist Advisory Services, Inc. Mobile AL 02/2021 Present
  • 01/2013 → 02/2021
    Bbtis
    Mobile, AL
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Saraland, AL
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Mobile, AL
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Mobile, AL
Previous Registrations
  • 2018-01-02 → 2021-03-02
    Bb&T Securities, Llc
    Dothan, AL
    Destin, FL
    Birmingham, AL
    Brewton, AL
    Theodore, AL
    Daphne, AL
    Mobile, AL
    Evergreen, AL
    Saraland, AL
    Charlotte, NC
    Mobile, AL
    Evergreen, AL
    Duluth, GA
    Richmond, VA
  • 2013-07-19 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Foley, AL
    Mobile, AL
    Homewood, AL
    Brewton, AL
    Dothan, AL
    Theodore, AL
    Daphne, AL
    Mobile, AL
    Destin, FL
    Evergreen, AL
    Saraland, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-18
S63 Uniform Securities Agent State Law Examination 2011-05-18
  • S66 Uniform Combined State Law Examination
    2013-07-18
  • S63 Uniform Securities Agent State Law Examination
    2011-05-18
Other Names
  • Ryan Mahtani

View on SEC IAPD

More in Mobile, AL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor