Eric M. Gluse

TRUIST ADVISORY SERVICES

COLUMBIA, SC 29201

Some features on this profile are disabled

CRD#: 1777429

Professional summary

Eric Michael Gluse, CFP®, who also goes by Eric M Gluse, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Columbia, South Carolina and TRUIST INVESTMENT SERVICES, INC. located in Columbia, South Carolina.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Eric has worked at 16 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 10, Series 9, Series 53 and Series 24 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Insurance Planning

Are you a "fiduciary"?

Yes

Aliases

Eric M Gluse

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Michael Gluse's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

February 17, 2021 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 1201 Main St Fl 7, Columbia, SC 29201

RIA

CRD#: 283390

COLUMBIA, SC

Current

February 17, 2021 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 1201 Main St Fl 1, Columbia, SC 29201Office #2: 205 Forum Dr, Columbia, SC 29229Office #3: 8910 Two Notch Rd, Columbia, SC 29223Office #4: 701 12th St, West Columbia, SC 29169Office #5: 3401 Forest Dr, Columbia, SC 29204Office #6: 1724 Wilson Rd, Newberry, SC 29108Office #7: 1301 Chapin Rd, Chapin, SC 29036Office #8: 303 W Columbia Ave, Batesburg, SC 29006Office #9: 2101 Blossom St, Columbia, SC 29205Office #10: 418 Bush River Rd, Columbia, SC 29210Office #11: 7425 Saint Andrews Rd, Irmo, SC 29063Office #12: 7231 Broad River Rd, Irmo, SC 29063

CRD#: 17499

COLUMBIA, SC

Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

March 13, 2012 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

BATESBURG, SC

Past

March 12, 2012 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

BATESBURG, SC

Past

November 9, 2010 - March 14, 2012

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

IRMO, SC

Past

November 3, 2010 - March 14, 2012

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

IRMO, SC

Past

August 18, 2009 - November 2, 2010

OAK ADVISORS, LLC

RIA

CRD#: 137192

BLUFFTON, SC

Past

December 19, 2008 - April 17, 2009

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

GREENVILLE, SC

Past

December 16, 2008 - April 17, 2009

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

GREENVILLE, SC

Past

September 20, 2007 - November 3, 2008

LPL FINANCIAL LLC

RIA

CRD#: 6413

COLUMBIA, SC

Past

September 17, 2007 - November 3, 2008

LPL FINANCIAL LLC

CRD#: 6413

COLUMBIA, SC

Past

June 15, 2005 - September 17, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

COLUMBIA, SC

Past

August 13, 2003 - September 17, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

COLUMBIA, SC

Past

January 8, 2003 - August 5, 2003

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

CHARLOTTE, NC

Past

June 15, 2002 - August 26, 2002

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

February 14, 2000 - June 15, 2002

WACHOVIA SECURITIES, INC.

CRD#: 431

CHARLOTTE, NC

Past

May 12, 1994 - February 14, 2000

WACHOVIA BROKERAGE SERVICE

CRD#: 17503

WINSTON SALEM, NC

Past

November 19, 1991 - May 4, 1994

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

July 17, 1990 - December 11, 1991

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

July 17, 1990 - December 11, 1991

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

December 22, 1987 - June 15, 1990

TOWER SQUARE SECURITIES, INC.

CRD#: 833

EL SEGUNDO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(2/17/2021)

Arkansas
(10/28/2022)

California
(2/17/2021)

Florida
(2/17/2021)

Georgia
(2/17/2021)

Illinois
(2/17/2021)

Indiana
(2/17/2021)

Kentucky
(2/17/2021)

Maine
(5/21/2021)

Maryland
(2/17/2021)

Mississippi
(10/25/2021)

Missouri
(2/17/2021)

North Carolina
(2/17/2021)

Ohio
(2/17/2021)

Pennsylvania
(2/17/2021)

South Carolina
(2/17/2021)

IAR

South Carolina
(2/17/2021)

Tennessee
(10/28/2022)

Texas
(10/28/2022)

Virginia
(2/17/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/21/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/20/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/19/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 12/15/1999

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 12/10/1999

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 53

Date: 7/26/1994

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/23/1994

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

303 Peachtree Street 2nd Floor, Atlanta, GA 30303

Mailing Address

Po Box 4418 Mc 107, Atlanta, GA 30302

Phone number

(800) 874-4770

Established

Firm type

Fiscal year end

# of Employees

2,469

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	124,363
AUM (Assets Under Management)	$ 67,736,740,585

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/24/2025	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Daniel Hoefer

EDWARD JONES

IAR

Irmo, SC

Erin Eiras

INDEPENDENT ADVISOR ALLIANCE, LLC

IAR

Jacksonville, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eric M. Gluse

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Michael Gluse's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

OAK ADVISORS, LLC

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

WELLS FARGO CLEARING SERVICES, LLC

WACHOVIA SECURITIES, INC.

WACHOVIA BROKERAGE SERVICE

CAPITAL BROKERAGE CORPORATION

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

TOWER SQUARE SECURITIES, INC.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/21/1999

Series 63

Date: 1/20/1988

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/19/1987

Series 10

Date: 12/15/1999

Series 9

Date: 12/10/1999

Series 53

Date: 7/26/1994

Series 24

Date: 6/23/1994

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

Contact information

Similar Advisors