Brian Michael Lantz
Financial advisor at Truist Advisory Services, Inc. · Greencastle, PA
Last updated 2026-10-10
Claim your profileBrian Michael Lantz is a financial advisor at Truist Advisory Services, Inc. in Greencastle, PA, CRD 7552271. Licenses and exams on the registration: Series 66. IAPD registration began 2022-09-16.
Registration
- CRD number
- 7552271
- Registration status
- Active
- IAPD registration
- 2022-09-16
- Industry Experience
- 4 years
- Work Experience
- 10 years
- States registered
- PA
Licenses and exams
- Series 66
Work history
- 2022-05 to Present · Truist Investment Services · Greencastle, PA
- 2021-03 to 2022-04 · Defense Information Systems Agency · Fort Meade, MD
- 2018-12 to 2021-03 · Tapestry Technologies / Mantech - Acquisition · Chambersburg, PA
- 2017-11 to 2018-12 · Sierra Nevada Corporation · Hagerstown, MD
- 2016-12 to 2017-11 · Dsa · Fort Detrick, MD
- 2016-04 to 2016-12 · Sierra Nevada Corporation · Hagerstown, MD
Current employment
- Truist Advisory Services, Inc. · Atlanta, GA
Truist Advisory Services, Inc.
- Regulatory AUM
- $77,391,727,185
- Registered advisors
- 1,972
- Offices
- 923
- Clients per advisor
- 65.6 (Moderate)
- Average AUM per client
- $598.5K (Low)
- High-net-worth client ratio
- 25.2% (Moderate)
Truist Advisory Services, Inc.: advisors, services and reported ETF investments
About
Brian Michael Lantz is a financial advisor at Truist Advisory Services, Inc. in Greencastle, PA. Reported securities licenses include Series 66. The latest record indicates 4 years of industry experience and 10 years of reported work history. Reported roles include Truist Investment Services, Defense Information Systems Agency, Tapestry Technologies / Mantech - Acquisition, Sierra Nevada Corporation, among others.
Truist Advisory Services, Inc.'s firm-level Form ADV reports 1,972 advisors across 923 offices; approximately 65.6 clients per advisor, average assets per client of $598,512, and regulatory AUM of $77.4B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Publication of Periodicals or Newsletters.
What this firm offers
Filed by Truist Advisory Services, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
40 Center Sq, Greencastle, PA 17225
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 800-874-4770
- Website: truist.com/wealth/tas-disclosure
Official record
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