Bethany Tanner
Professional summary
Bethany Tanner, who also goes by Bethany Merrie Pietzak, Bethany Pietzak, Bethany Merrie Tanner, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Ponte Vedra, Florida and TRUIST INVESTMENT SERVICES, INC. located in Ponte Vedra Beach, Florida.
Bethany is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Bethany has worked at 7 firms and has passed the Series 65, Series 66, Series 7TO, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bethany Tanner's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 13, 2025 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 100 Sawgrass Corner Drive, Ponte Vedra, FL 32082October 6, 2025 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 100 Sawgrass Corners Dr, Ponte Vedra Beach, FL 32082July 25, 2019 - September 8, 2021
J.P. MORGAN SECURITIES LLC
August 30, 2013 - July 23, 2019
MORGAN STANLEY
August 30, 2013 - July 23, 2019
MORGAN STANLEY
August 16, 2011 - August 23, 2013
LEUCADIA ASSET MANAGEMENT LLC
July 12, 2011 - August 23, 2013
JEFFERIES LLC
September 7, 2010 - July 25, 2011
MORGAN STANLEY
September 7, 2010 - July 25, 2011
MORGAN STANLEY
December 1, 2009 - August 30, 2010
WELLS FARGO CLEARING SERVICES, LLC
June 4, 2009 - August 30, 2010
WELLS FARGO CLEARING SERVICES, 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
(10/6/2025)
(10/13/2025)
Exams
Series 7TO
Date: 10/14/2023
General Securities Representative ExaminationFINRA
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.
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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Ponte Vedra, FL 32082TRUST BUT VERIFY
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