Christopher Ryan Walshe

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

• 12/2017 → 08/2024
  Credit Suisse Securities (Usa) Llc
  New York, NY
• 07/2010 → 12/2017
  Credit Suisse Securities (Europe) Ltd
  London
• 03/2024 → 08/2024
  Ubs Securities Llc
  New York, NY
• 11/2024 → 02/2025
  Truist Investment Services, Inc.
  Ponte Vedra Beach, FL
• 12/2024 → Present
  Truist Advisory Services, Inc.
  Ponte Vedra Beach, FL
• 02/2025 → Present
  Truist Investment Services, Inc.
  Ponte Vedra Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-12-11
• S63 Uniform Securities Agent State Law Examination
  2018-02-22

Other Names

• Christopher R. Walshe
• Chris Walshe
• Christopher Walshe
• Ryan Walshe