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Detailed Report
Bern A Glasser
Bern Adam Glasser, Bern Glasser
CRD#: 6777857
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 150 W MAIN ST
NORFOLK, VA 23510
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 150 W MAIN ST
FL 14
NORFOLK, VA 23510
Registration History
20172018201920202021202220232024202520262 FIRMS2017 - 2022 (5 years)2 FIRMS2022 - Present (2 years)
License(s)

State Registrations

B
Virginia 6/9/2022
IA
Virginia 6/9/2022

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
150 W MAIN ST FL 14, NORFOLK, VA 23510
VIRGINIA BEACH, VA
Registered with this firm since 6/9/2022
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
150 W MAIN ST, NORFOLK, VA 23510
Registered with this firm since 6/9/2022
Previous Registration(s)
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IA
 07/06/2017 - 05/31/2022 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) NORFOLK, VA
B
 05/16/2017 - 05/31/2022 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) NORFOLK, VA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.