Anthony
Bryan

Suntrust Advisory Services, Inc

CRD#2463174
Investment Advisor
in Charlotte, NC
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About this Advisor

Anthony Bryan is a certified financial planner whose office is in Charlotte, North Carolina. Currently an investment advisor at Suntrust Advisory Services, Inc, they have gathered 13 years of practice as a registered advisor. Bryan maintains Series 63 and Series 66 licenses, certifying the advisor as a securities representative. Bryan can act as an advisor in North Carolina. Over the course of their career, they have held roles at Tiaa-Cref Individual And Institutional Services, LLC, First Citizens Investor Services, Suntrust Investment Services, Inc and Suntrust Advisory Services. Suntrust Advisory Services, Inc is headquartered in Charlotte, North Carolina, and operates out of 1,572 other locations in the nation. As an advisor firm, Suntrust Advisory Services, Inc manages $19 billion in assets dispersed across 41,105 accounts and employs more than 1,539 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. The firm manages 31,892 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Suntrust Advisory Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. The firm may charge clients asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

4777 Sharon Road Second Floor - Fpg
Charlotte, NC 28210

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$20,406,183,375

NC Average: $3,570,121,308
Total Number of Employees

1,571

NC Average: 58
Total Number of Accounts

47,014

NC Average: 1,608
Average Account Size

$434,045

NC Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Anthony Bryan Work History

Anthony has 13 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2012 - Present (7 years)

Suntrust Investment Services, Inc

2011 - 2012 (1 years)

First Citizens Investor Services

2005 - 2011 (6 years)

Tiaa-Cref Individual And Institutional Services, LLC

Disclosures

Anthony Bryan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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