Bryan Dominic Potacco

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 04/2015 → 01/2017
  First Command Financial Services
  Tampa, FL
• 02/2017 → 03/2022
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 04/2017 → 03/2022
  Raymond James Financial Services Advisors Inc.
  St. Petersburg, FL
• 03/2022 → 11/2025
  Truist Investment Services, Inc.
  Tampa, FL
• 03/2022 → Present
  Truist Advisory Services, Inc.
  Palmetto, FL
• 11/2025 → Present
  Truist Investment Services, Inc
  Palmetto, FL

Previous Registrations

• 2017-04-12 → 2022-04-05
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL
• 2015-12-15 → 2017-01-23
  First Command Advisory Services
  Fort Worth, TX
• 2015-06-23 → 2015-12-15
  First Command Brokerage Services, Inc.
  Tampa, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-09-05
• S65 Uniform Investment Adviser Law Examination
  2015-06-16

Other Names

• Bryan Potacco
• Bryan Dominic Potacco