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BB

Bryan J. Bornschein

TRUIST ADVISORY SERVICES
FORT LAUDERDALE, FL 33301
Some features on this profile are disabled
CRD#: 6710172
BB

Professional summary

Bryan James Bornschein, who also goes by Bryan James Bornschein, Bryan J Bornschein, Bryan Bornschein, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Fort Lauderdale, Florida.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Bryan has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6TO exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bryan James Bornschein | Bryan J Bornschein | Bryan Bornschein

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan James Bornschein's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 14, 2026 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 515 East Las Olas Boulevard 4th Floor, Fort Lauderdale, FL 33301
RIA
CRD#: 283390
FORT LAUDERDALE, FL
Past

May 20, 2024 - December 15, 2025

VALLEY WEALTH MANAGERS, INC.

RIA
CRD#: 108879
Coral Gables, FL
Past

September 13, 2023 - December 15, 2025

VALLEY FINANCIAL MANAGEMENT, INC.

BD
CRD#: 105387
Coral Gables, FL
Past

June 6, 2019 - July 13, 2020

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

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 - (5/18/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(1/14/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/31/2023
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/25/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/13/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/6/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6TO
Date: 5/17/2019
Investment Company Products/Variable Contracts Representative Examination

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 - (5/18/2016 Approved)
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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
Established
Firm type
Fiscal year end
# of Employees
2,469

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (12/1/2025)
TAS AMC WRAP MANAGED PROGRAMS BROCHURE (12/1/2025)

Regulatory assets under management

Total Number of Accounts124,363
AUM (Assets Under Management)$ 67,736,740,585

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/24/2025
Cover Page
Report
03/28/2024
Cover Page
Report
04/26/2023
Cover Page
Report

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.

Company Information

TRUIST ADVISORY SERVICES, INC.

CRD#: 283390Fort Lauderdale, FL 33301

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