Suntrust Advisory Services, Inc
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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
Years of Experience
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Suntrust Advisory Services, Inc Brokerage Details
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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
Anthony Bryan Work History
Anthony has 13 years of experience.
Suntrust Advisory Services
Suntrust Investment Services, Inc
First Citizens Investor Services
Tiaa-Cref Individual And Institutional Services, LLC
Anthony Bryan has no disclosures.
Please visit their SEC profile for more details.