Gloria Bertagnolli Ryan
Investment adviser representative at Truist Advisory Services, Inc.
16 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Truist Advisory Services, Inc.Feb 2017 to now
- Suntrust Advisory Services, Inc.Feb 2017 to now
- Suntrust Investment Services, Inc.Feb 2017 to now
- Suntrust BankJan 2017 to now
- Bbva Wealth Solutions Inc.Jan 2015 to Jan 2017
- Bbva Securities Inc.May 2013 to Jan 2017
- Bbva Compass Insurane Agency, Inc.Dec 2012 to Jan 2017
- Compass BankDec 2010 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6144740
- Firm CRD
- 283390