Hunt Valley, MD Shawan Rd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$70,676,286,155
ClientsTotal clients
126,145
AdvisorsAdvisors at this office
2
Of 1,978 advisors across 650 offices
Location
124 Shawan Rd
Hunt Valley MD 21030
Advisors at this office
2
Advisors at this office
Ryan H
Series 63, Series 65
Hunt Valley, MD
Truist Advisory Services
Ryan Hannegan is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with SunTrust Advisory Services, Sun Trust Investment Services, and Sun Trust Bank since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager partnerships, to deliver its services.
George D
Series 63, Series 66
Hunt Valley, MD
Truist Advisory Services
George Davis is a financial advisor with Truist Advisory Services in Hunt Valley, MD, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at various Truist-related entities since 2011, including Truist Investment Services and Suntrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program implemented through discretionary and non-discretionary strategies, leveraging third-party platforms and AI-enabled research tools.
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