Bryan Repishti
Investment adviser representative at Principal Advised Services
12 yearsExperience
2 statesRegistered in
$1.4BFirm assets
7 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 assetsFixed or flat fee
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.
- Principal Advised ServicesFeb 2026 to now
- Prinicpal Securities, Inc.Feb 2026 to now
- Principal Life Insurance CompanyJan 2026 to now
- Fidelity InvestmentsDec 2022 to Jan 2026
- Fifth Third SecuritiesJan 2021 to Dec 2022
- Fifth Third BankNov 2016 to Dec 2022
- Norton HealthcareJun 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (IA, KY).
Principal Advised Services
Legal name: Principal Advised Services, LLC
$1.4BAssets managed
23,164Clients
231Advisers
7 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
- 6520406
- Firm CRD
- 297324