Bryan Kelley Bracchi

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2012 → 05/2019
  Franklin Templeton Distributors, Inc.
  San Mateo, CA
• 08/2016 → 05/2019
  Franklin Templeton Financial Services Corp
  San Mateo, CA
• 07/2019 → 12/2022
  Ascensus Broker Dealer Services, Llc
  Dresher, PA
• 01/2023 → 04/2023
  Commonwealth Financial Network
  San Diego, CA
• 01/2023 → 04/2023
  Duke Wealth Management
  Dallas, TX
• 04/2023 → Present
  Commonwealth Financial Network
  San Diego, CA
• 04/2023 → Present
  Duke Wealth Management
  Dallas, TX

Previous Registrations

• 2005-07-26 → 2006-05-08
  Principal Securities, Inc.
  Addison, TX
  Addison, TX

Other Businesses

1. Fixed insurance sales; Located in Dallas, TX, as of 01/25/2023, 5% time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Scooper Dudes LLC; private entity created for pet waste collection; Located Dallas, TX, as of 12/01/2019; 0% time spent during business hours; Not conducted at branch location; Not investment related. 3. Owner, Axe Capital Advisory, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2/3/2023; 95% of time spent during business hours; Conducted at branch; Investment related. 4. Co-owner, Leasing Dudes, LLC; private entity created for leasing vehicles to 3rd parties; Located in Frisco, TX 75034; as of 03/16/2026; 1% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2005-07-25
• S63 Uniform Securities Agent State Law Examination
  2000-08-17

Other Names

• Bryan Kelley Bracchi
• Bryan Bracchi