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BR

Bryan Michael Reed

CRD# 2886966·Registered 1998 - 2023
Previously Registered: Being a previously registered professional could mean that Bryan 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

Bryan Michael Reed, who also goes by Bryan M Reed, Bryan M. Reed, Bryan Michael Reed, was a registered financial advisor. Bryan was a previously registered financial professional and started their career in finance 1998 - 2023. Bryan had worked at 14 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 4, Series 53 and Series 24 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

Bryan M Reed, Bryan M. Reed, Bryan Michael Reed

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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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Years of Experience

28 years in the financial services industry

Current & Past Employments

TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
BD
Orlando, FL
November 1, 2022 - February 6, 2023
SCOTTSDALE CAPITAL ADVISORS CORP·CRD# 118786
BD
Scottsdale Az, AZ
August 5, 2021 - November 1, 2021
CADARET, GRANT & CO., INC.·CRD# 10641
BD
Syracuse, NY
March 30, 2021 - July 15, 2021
NEXT FINANCIAL GROUP, INC.·CRD# 46214
RIA
Houston, TX
December 3, 2019 - July 15, 2021
NEXT FINANCIAL GROUP, INC.·CRD# 46214
BD
Houston, TX
December 3, 2019 - July 15, 2021
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
RIA
Greensboro, GA
June 21, 2017 - December 17, 2019
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
Greensboro, GA
June 21, 2017 - December 17, 2019
CAPITAL CHOICE INVESTMENT ADVISERS, INC.·CRD# 145932
RIA
Greensboro, GA
June 2, 2016 - June 27, 2017
CCF INVESTMENTS, INC.·CRD# 136571
BD
Greensboro, GA
June 2, 2016 - June 21, 2017
NEXT FINANCIAL GROUP, INC.·CRD# 46214
RIA
Houston, TX
February 26, 2016 - May 3, 2016
NEXT FINANCIAL GROUP, INC.·CRD# 46214
BD
Houston, TX
May 11, 2015 - May 3, 2016
CNL SECURITIES CORP.·CRD# 10356
BD
Orlando, FL
May 27, 2014 - May 11, 2015
BBVA SECURITIES INC.·CRD# 27060
BD
Birmingham, AL
May 16, 2013 - August 20, 2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC·CRD# 17086
BD
Birmingham, AL
November 26, 2008 - May 16, 2013
MORGAN KEEGAN & COMPANY, LLC·CRD# 4161
RIA
Birmingham, AL
April 26, 2007 - July 29, 2008
MORGAN KEEGAN & COMPANY, LLC·CRD# 4161
BD
Memphis, TN
April 26, 2007 - July 29, 2008
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC·CRD# 111757
RIA
Memphis, TN
April 28, 2006 - April 26, 2007
AMSOUTH INVESTMENT SERVICES, INC.·CRD# 15692
BD
Birmingham, AL
April 20, 2006 - April 26, 2007
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
RIA
Omaha, NE
March 29, 2001 - April 13, 2006
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
BD
Omaha, NE
March 2, 1998 - April 13, 2006

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Current Firm

TI
TRUIST INVESTMENT SERVICES, INC.

ALEXANDER KEY | TRUIST INVESTMENT SERVICES, INC. | SUNTRUST SECURITIES, INC. | SUNTRUST SECURITIES INC | SUNTRUST INVESTMENT SERVICES, INC. | SUNTRUST BROKERAGE SERVICES, INC.

CRD#: 17499 / SEC#: 801-56443, 8-35355
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

Contact Information

Main Address

303 Peachtree Street Suntrust Garden Offices Suite 140, Atlanta, GA 30303

Mailing Address

303 Peachtree Street 2nd Floor, Atlanta, GA 30303

Phone Number

(800) 874-4770

Established

Georgia since 11/27/1985

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Large

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

STIS AND THIRD PARTY MANAGED PROGRAMS FIRM WRAP BROCHURE (10/12/2016)

Direct owners and executive officers

NamePositionCRD#
TRUIST FINANCIAL CORPORATIONHOLDING COMPANY—
CALLENDER, EVELYN MICHELLETREASURER AND CHIEF FINANCIAL OFFICER7591739
CENTENO, PATRICIA REEDDIRECTOR, CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT2239528
CRAM, BRYAN SCOTTPRESIDENT, CHIEF EXECUTIVE OFFICER, VICE CHAIRMAN2723431
DOWHOWER, BRIAN SEANCHAIRMAN4202574
DUNN, JEFFREY TODDDIRECTOR/EXECUTIVE VICE PRESIDENT4228631
MAVICO, CECILIA BAUTESENIOR VICE CHAIRMAN/CHIEF OPERATING OFFICER/CORPORATE SECRETARY3261303
STEARSMAN, SCOTT KENTDIRECTOR4067766
TYSON, TONYADIRECTOR/CHIEF OPERATIONS OFFICER/SENIOR VICE PRESIDENT/ASSISTANT CORPORATE SECRETARY1987448
WEHINGER, LEAH ROWEDIRECTOR/EXECUTIVE VICE PRESIDENT1719505

Disclosures

Regulatory Event

14

Arbitration

15

Bond

2

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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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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.

Exams

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2001About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1998About the Series 63 exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About 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 4 — Registered Options Principal Examination

Passed Sep 2003About the Series 4 exam

Series 53 — Municipal Securities Principal Examination

Passed May 2002About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed Dec 2001About the Series 24 exam

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CRS (Client Relationship Summary)

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

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BR
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