Bryan Petrucci
Investment adviser representative at Principal Securities, Inc.
12 yearsExperience
1 stateRegistered in
$17BFirm assets
28 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Great Lakes Retirement Plan ConsultantsSep 2024 to now
- Principal Securities, Inc.Jul 2022 to now
- Principal Life Insurance CompanyJul 2022 to now
- Goldman Sachs & Co. LLCJan 2021 to Jul 2022
- The Ayco Company, L.p./mercer AlliedOct 2014 to Jan 2021
- United Capital Financial Advisers, LLCJun 2014 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NY).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 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
- 5911307
- Firm CRD
- 1137