Brian H. Bruscino

TRUIST ADVISORY SERVICES

CLEVELAND, OH 44113

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CRD#: 2724529

Professional summary

Brian Henry Bruscino is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Cleveland, Ohio and TRUIST INVESTMENT SERVICES, INC. located in Cleveland, Ohio.

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Brian has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Henry Bruscino's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 29, 2020 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 950 Main Ave Ste 720, Cleveland, OH 44113

RIA

CRD#: 283390

CLEVELAND, OH

Current

June 25, 2020 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 950 Main Ave Ste 720, Cleveland, OH 44113

CRD#: 17499

Cleveland, OH

Past

June 1, 2012 - June 29, 2020

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

BEREA, OH

Past

May 29, 2012 - June 29, 2020

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

BEREA, OH

Past

March 12, 2007 - June 7, 2012

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

PARMA, OH

Past

March 9, 2007 - June 7, 2012

CITIZENS SECURITIES, INC.

CRD#: 39550

PARMA, OH

Past

January 1, 2000 - March 2, 2007

NATCITY INVESTMENTS, INC.

RIA

CRD#: 17490

PARMA, OH

Past

October 5, 1999 - December 31, 2001

NATCITY INSURANCE SERVICES, INC.

CRD#: 16989

CLEVELAND, OH

Past

October 5, 1999 - March 2, 2007

NATCITY INVESTMENTS, INC.

CRD#: 17490

PARMA, OH

Past

October 28, 1997 - November 17, 1999

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alaska
(6/25/2020)

Arizona
(6/25/2020)

California
(3/10/2025)

Colorado
(6/25/2020)

Florida
(6/25/2020)

Illinois
(6/25/2020)

Indiana
(1/7/2021)

Kentucky
(6/25/2020)

Maryland
(6/25/2020)

Michigan
(6/25/2020)

Minnesota
(1/30/2024)

Missouri
(6/25/2020)

Nevada
(5/8/2025)

New Mexico
(6/25/2020)

North Carolina
(6/25/2020)

Ohio
(6/25/2020)

IAR

Ohio
(6/29/2020)

Oregon
(9/10/2024)

Tennessee
(3/27/2023)

Texas
(5/22/2025)

IAR

Texas
(7/2/2025)

Utah
(11/21/2023)

Virginia
(3/27/2023)

Washington
(1/7/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/31/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/5/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/27/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/13/2004

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

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Contact information

Main Address

303 Peachtree Street 2nd Floor, Atlanta, GA 30303

Mailing Address

Po Box 4418 Mc 107, Atlanta, GA 30302

Phone number

(800) 874-4770

Established

Firm type

Fiscal year end

# of Employees

2,469

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	124,363
AUM (Assets Under Management)	$ 67,736,740,585

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/24/2025	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Brian H. Bruscino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Henry Bruscino's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

NATCITY INVESTMENTS, INC.

NATCITY INSURANCE SERVICES, INC.

NATCITY INVESTMENTS, INC.

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/31/2001

Series 63

Date: 11/5/1997

SIE

Date: 10/1/2018

Series 7

Date: 10/27/1997

Series 24

Date: 10/13/2004

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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