Mary grace Nunez Mamolo
Investment adviser representative at Truist Advisory Services, Inc.
10 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
10 years in the industry.
- Truist Advisory Services, Inc.Nov 2024 to now
- Truist Advisory Service, IncNov 2024 to now
- Wells Fargo Bank, NAJun 2022 to Nov 2024
- Wells Fargo Clearing Services, LLCJun 2022 to Nov 2024
- J.P. Morgan Securities LLCMar 2021 to Jun 2022
- JPMorgan Chase Bank, N.A.Mar 2021 to Jun 2022
- UnemployedFeb 2021 to Feb 2021
- Regions BankFeb 2017 to Jan 2021
- UnemployedAug 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7358789
- Firm CRD
- 283390