Bryan James Bornschein
Investment adviser representative at Truist Advisory Services, Inc.
13 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
13 years in the industry.
- Truist Advisory Services, Inc.Dec 2025 to now
- Valley Wealth Managers, Inc.Oct 2023 to Dec 2025
- Valley Financial Management, Inc.Apr 2023 to Dec 2025
- Valley National BankApr 2023 to Dec 2025
- UnemployedFeb 2023 to Mar 2023
- Starwood Property TrustSep 2021 to Jan 2023
- UpsDec 2020 to Dec 2020
- JP MorganJun 2020 to Aug 2021
- JP Morgan Chase Bank, N.A.Apr 2019 to May 2020
- JP Morgan Securities LLCApr 2019 to May 2020
- Hamlin Capital ManagementJan 2018 to May 2018
- Md Sass Investment InstituteSep 2017 to Dec 2017
- Snowden Lane PartnersMay 2017 to Aug 2017
- Harley Capital (subsidiary of National Securities Corporation)Sep 2016 to Dec 2016
- Brooklyn CollegeAug 2015 to Dec 2017
- Brooks BrothersJun 2013 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6710172
- Firm CRD
- 283390