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Bryan Bertucci

27 Years of Experience
Scottsdale, AZ
Broker

Bryan Bertucci is a registered investment advisor at Raymond James & Associates, INC., based in Scottsdale, AZ, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

14850 N. Scottsdale Road, Suite 155, Scottsdale, AZ, 85254

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
January 2019 - Present · 7 yrs 4 mos
Raymond James & Associates, INC.Broker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
September 2018 - November 2018 · 2 mos
Raymond James & Associates, INC.Broker
March 2011 - September 2018 · 7 yrs 6 mos
Lord, Abbett & CO. LLC
March 2007 - February 2011 · 3 yrs 11 mos
Lord Abbett Distributor LLCBroker
February 2007 - February 2011 · 4 yrs
Aig Sunamerica Capital Services, INC.Broker
October 2001 - February 2007 · 5 yrs 4 mos
American General Funds Distributors, INC.Broker
August 1998 - October 2001 · 3 yrs 2 mos
Putnam Mutual Funds CORP.Broker
April 1998 - July 1998 · 3 mos
State Registrations29 states
AKAZCACODEFLGAIDILINMAMDMIMNMTNCNJNMNVOHORPASCSDTNTXUTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Bryan Bertucci - Financial Advisor | TrueAdvisor