Brian Trymbiski

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 11/2016
  Wells Fargo Advisors
  Jenkintown, PA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Jenkintown, PA
• 10/2021 → Present
  Raymond James & Associates, Inc.
  Doylestown, PA

Previous Registrations

• 2012-10-17 → 2021-10-22
  Wells Fargo Clearing Services, Llc
  Doylestown, PA
  Jenkintown, PA

Other Businesses

(1)Name of Business: Catholic Leadership Institute Address: 301 Lindenwood Drive,, Malvern, PA, 19355, United States Activity Type: Non profit Position/Title: Subcommittee Member Investment Related: Yes Start Date: 01/02/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am aa member of the audit and finance committee. We look at the organizations balance sheet, income statement and cash flow. We notify the board if we find any issues.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-10