Greg-O'ryan Johnson
Greg-O'ryan Johnson is a registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, with 4 years of industry experience. Greg-O'ryan 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
303 Peachtree St, Ne, Fl 2, Atlanta, GA, 30308
Get directionsHistory
Regulatory History (1)
Financial
November 2019Other Business Activities
Greg-O'Ryan owns Ryan's Big Easy Book, writing, publishing, and marketing children's books, dedicating minimal time. He also owns Hidden Abundance, LLC, selling private label vitamins and supplements online, and Voters News, LLC, an online publication, dedicating minimal time to each.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Edward JonesBroker
Edward Jones
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
PFS Investments INC.Broker
State Registrations2 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.