Bruce R. Traina

Current Employers

Traina Investment Advisory

Hilton Head Island, SC • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2026-02-19

SC RA
APPROVED

Since 2026-02-19

Branch Locations

Hilton Head Island, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Traina Investment Advisory, Llc	Hilton Head Island	SC	02/2026	Present
Bruce R. Traina, Enrolled Agent, Llc	Hilton Head Island	SC	01/2026	Present
Dc Office Of Tax And Revenue Criminal Investigation Division	Washington Dc	DC	01/2018	01/2026
Saudi Arabian Oil Company Dba Aramco, Special Audits Div.	Washington Dc	DC	11/2012	12/2016
N/A	Washington Dc	DC	01/2017	12/2017

02/2026 → Present

Traina Investment Advisory, Llc

Hilton Head Island, SC
01/2026 → Present

Bruce R. Traina, Enrolled Agent, Llc

Hilton Head Island, SC
01/2018 → 01/2026

Dc Office Of Tax And Revenue Criminal Investigation Division

Washington Dc, DC
11/2012 → 12/2016

Saudi Arabian Oil Company Dba Aramco, Special Audits Div.

Washington Dc, DC
01/2017 → 12/2017

N/A

Washington Dc, DC

Other Businesses

Bruce R. Traina, Enrolled Agent, LLC; not investment-related; 42 Hickory Forest Drive, Hilton Head Island, SC 29926; Enrolled Agent; Managing Member; owner of Enrolled Agent business; Start date 02/2026; up to 40 hours per month (during securities trading hours); Bruce R. Traina is an Enrolled Agent admitted to practice before the Internal Revenue Service ("IRS") and conducts this business via Bruce R. Traina, Enrolled Agent, LLC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-03

S65 Uniform Investment Adviser Law Examination

2024-06-03