Bryan Patrick Pacuch

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-07-17

NC RA
APPROVED

Since 2026-07-17

Branch Locations

1000 St Albans Dr, Raleigh, NC 27609 • 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
Fidelity Investments	Durham	NC	01/2022	07/2026
Bank Of America	Clayton	NC	11/2019	01/2022
Enterprise Holdings	Morrisville	NC	10/2013	11/2019
Fidelity Investments	Boston	MA	03/2025	07/2026
Lpl Financial	Raleigh	NC	07/2026	Present
Coastal Credit Union	Raleigh	NC	07/2026	Present

01/2022 → 07/2026

Fidelity Investments

Durham, NC
11/2019 → 01/2022

Bank Of America

Clayton, NC
10/2013 → 11/2019

Enterprise Holdings

Morrisville, NC
03/2025 → 07/2026

Fidelity Investments

Boston, MA
07/2026 → Present

Lpl Financial

Raleigh, NC
07/2026 → Present

Coastal Credit Union

Raleigh, NC

Previous Registrations

2025-03-31 → 2026-07-17

Strategic Advisers Llc

Clayton, NC

Durham, NC

Boston, MA
2022-06-06 → 2025-03-31

Fidelity Personal And Workplace Advisors

Durham, NC

Other Businesses

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Coastal Wealth Management - Inv Rel - At Reported Business Location (s) - Start Date : 07/2026

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-06-01

S66 Uniform Combined State Law Examination

2022-06-01

View on SEC IAPD