Todd D. Ryman
Professional summary
Todd Douglas Ryman is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Atlanta, Georgia.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Todd has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Todd Douglas Ryman's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 11, 2017 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 3020 Peachtree Rd, Nw, Atlanta, GA 30305February 14, 2017 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 3020 Peachtree Rd Nw, Atlanta, GA 30305Office #2: 4030 Peachtree Rd Ne, Brookhaven, GA 30319September 6, 2016 - February 23, 2017
RAYMOND JAMES & ASSOCIATES, INC.
September 6, 2016 - February 23, 2017
RAYMOND JAMES & ASSOCIATES, INC.
May 17, 2011 - September 6, 2016
DEUTSCHE BANK SECURITIES INC.
May 10, 2011 - September 6, 2016
DEUTSCHE BANK SECURITIES INC.
October 23, 2009 - May 10, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 23, 2009 - May 10, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 22, 2003 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
October 16, 2002 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
July 2, 1998 - October 21, 2002
UBS FINANCIAL SERVICES INC.
February 24, 1996 - July 13, 1998
JOSEPHTHAL & CO., INC.
August 24, 1995 - February 7, 1996
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/15/2017)
(2/13/2025)
(2/28/2017)
(4/26/2022)
(4/10/2017)
(4/11/2017)
(2/15/2017)
(2/27/2017)
(4/12/2017)
(2/21/2017)
(7/12/2021)
(5/24/2019)
(6/7/2017)
(5/12/2017)
(2/15/2017)
(2/15/2017)
(4/13/2017)
(5/2/2017)
(9/22/2020)
(5/1/2024)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
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 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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