Adriana Elizabeth Mendez-Rugh

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 12/2019
  Bb&T Bank
  Charlotte, NC
• 08/2016 → 12/2019
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 01/2018 → 12/2019
  Bb&T Securities, Llc
  Richmond, VA
• 12/2019 → 02/2021
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 12/2019 → 02/2021
  Suntrust Bank
  Atlanta, GA
• 02/2021 → 02/2026
  Truist Investment Services, Inc.
  Charlotte, NC
• 03/2021 → 02/2026
  Truist Advisory Services, Inc.
  Atlanta, GA
• 02/2026 → Present
  Wells Fargo Clearing Services, Llc
  Charlotte, NC

Previous Registrations

• 2021-03-02 → 2025-10-06
  Truist Advisory Services, Inc.
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
• 2018-01-02 → 2021-03-02
  Bb&T Securities, Llc
  Charlotte, NC
  Charlotte, NC
  Richmond, VA
• 2016-08-25 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Charlotte, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-04-20

Designations

• Certified Financial Planner

Other Names

• Adriana E. Mendez
• Adriana E. Mendez-Rugh
• Adriana Mendez Rugh
• Adriana Elizabeth Mendez-Rugh
• Adriana Elizbeth Mendez-Rugh