Bryan T. Russell
Professional summary
Being a previously registered professional could mean that this person 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.
Bryan Tyler Russell was a registered financial professional .
Bryan is a previously registered financial professional and started their career in finance in 2000. Bryan had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 14, 2016 - August 6, 2018
TRUIST ADVISORY SERVICES, INC.
August 10, 2015 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
July 27, 2015 - August 6, 2018
TRUIST INVESTMENT SERVICES, INC.
October 23, 2009 - May 11, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 23, 2009 - May 11, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 5, 2006 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
September 29, 2006 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
February 11, 2005 - April 21, 2005
BOFA ADVISORS, LLC
June 21, 2004 - March 23, 2005
BOFA DISTRIBUTORS, INC.
January 1, 2003 - February 11, 2005
BACAP DISTRIBUTORS, LLC
January 1, 2003 - June 21, 2004
BACAP DISTRIBUTORS, LLC
October 16, 2002 - January 1, 2003
STEPHENS
June 18, 2002 - January 1, 2003
STEPHENS
August 23, 2000 - April 1, 2002
HARRISDIRECT 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
Exams
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
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.
