Bryan S Sims
Investment adviser representative at RBC Securities, Inc.
12 yearsExperience
1 stateRegistered in
$1.5BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- RBC Securities, IncSep 2025 to now
- City National Securities, Inc.Sep 2025 to now
- Morgan StanleyDec 2024 to Sep 2025
- UnemployedAug 2024 to Nov 2024
- JP Morgan Chase Bank, N.A.Oct 2023 to Jul 2024
- J.P. Morgan Securities LLCSep 2023 to Jul 2024
- First Republic Securities Company, LLCJun 2023 to Oct 2023
- First Republic Investment Management, Inc.Nov 2021 to Jul 2024
- Miracle Mile Advisors, LLCMar 2021 to Oct 2021
- LPL Financial LLCJan 2021 to Feb 2021
- UnemployedDec 2019 to Dec 2020
- SolugenixJan 2019 to Nov 2019
- UnemployedAug 2018 to Dec 2018
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2018
- Wells Fargo Advisors, LLCFeb 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
RBC Securities, Inc.
$1.5BAssets managed
1,451Clients
123Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5865106
- Firm CRD
- 103705