Todd Ryman
Todd Ryman is a registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, with 30 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
3020 Peachtree Rd, Nw, Atlanta, GA, 30305
Get directionsHistory
Regulatory History (7)
Customer Dispute
March 2022Customer Dispute
August 2017Customer Dispute
November 2016Customer Dispute
July 2014Customer Dispute
January 2013Customer Dispute
June 2009Regulatory
March 2000Other Business Activities
Todd is the secretary of Ryman Family Holdings LLC, which owns personal IRA assets investing in Rick Warren Real Estate. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
UBS Painewebber INC.Broker
Josephthal & CO., INC.Broker
Bear, Stearns & CO. INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.