Bryan Matthew Delpino

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

• 06/2014 → 09/2021
  Suntrust Now Truist
  Orlando, FL
• 09/2021 → 10/2023
  Truist Investment Services, Inc.
  Orlando, FL
• 09/2021 → 02/2026
  Truist Advisory Services, Inc.
  Orlando, FL
• 10/2023 → 02/2026
  Truist Investment Services, Inc.
  Orlando, FL
• 02/2026 → Present
  Raymond James & Associates, Inc.
  Winter Park, FL

Previous Registrations

• 2023-10-11 → 2026-03-06
  Truist Advisory Services, Inc.
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-10-06
• S63 Uniform Securities Agent State Law Examination
  2022-03-07