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Anthony Scott Bryan

CFP®, CLU®
CRD# 2463174·Registered 1994 - 2020
Previously Registered: Being a previously registered professional could mean that Anthony is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Anthony Scott Bryan, CFP®, CLU®, who also goes by Tony Bryan, was a registered financial advisor. Anthony was a previously registered financial professional and started their career in finance 1994 - 2020. Anthony had worked at 8 firms and has passed the Series 66, Series 63, Series 7TO, Series 52TO, SIE, Series 7, Series 52, Series 6, Series 24 and Series 4 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tony Bryan

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial Planner
CLU®
Chartered Life Underwriter

Years of Experience

32 years in the financial services industry

Current & Past Employments

TRUIST ADVISORY SERVICES, INC.·CRD# 283390
RIA
Winter Park, FL
September 13, 2016 - July 1, 2020
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
RIA
Winter Park, FL
August 23, 2012 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
BD
Winter Park, FL
August 23, 2012 - July 1, 2020
FIRST CITIZENS INVESTOR SERVICES, INC.·CRD# 44430
RIA
Charlotte, NC
July 12, 2011 - August 14, 2012
FIRST CITIZENS INVESTOR SERVICES, INC.·CRD# 44430
BD
Charlotte, NC
July 12, 2011 - August 14, 2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC·CRD# 20472
RIA
Charlotte, NC
May 12, 2005 - July 8, 2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC·CRD# 20472
BD
Charlotte, NC
March 31, 2005 - July 8, 2011
BANC OF AMERICA INVESTMENT SERVICES, INC.·CRD# 16361
BD
Boston, MA
March 14, 2000 - August 12, 2004
FIRST UNION BROKERAGE SERVICES, INC.·CRD# 8112
BD
Charlotte, NC
October 12, 1998 - February 29, 2000
AMERIPRISE ADVISOR SERVICES, INC.·CRD# 5979
BD
Detroit, MI
October 27, 1997 - August 4, 1998
FORESTERS FINANCIAL SERVICES, INC.·CRD# 305
BD
Edison, NJ
March 8, 1994 - April 13, 1994

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Current Firm

TA
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 - SEC (5/18/2016 Approved)

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

# of Employees

2,461

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (8/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

129,307

AUM (Assets Under Management)

$77,391,727,185

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/09/2026Cover PageReport
04/24/2025Cover PageReport
03/28/2024Cover PageReport

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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.

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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".
TA
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 - SEC (5/18/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2005About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1997About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2024About the Series 7TO exam

Series 52TO — Municipal Securities Representative Examination

Passed Mar 2024About the Series 52TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 1998About the Series 7 exam

Series 52 — Municipal Securities Representative Examination

Passed Oct 1997About the Series 52 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 1994About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Mar 2024About the Series 24 exam

Series 4 — Registered Options Principal Examination

Passed Mar 2024About the Series 4 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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