Bryan R. Vescio

VAM GROUP

SEWICKLEY, PA 15143

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CRD#: 5981086

Professional summary

Bryan Robert Vescio is a registered financial advisor currently at VAM GROUP, LLC located in Sewickley, Pennsylvania.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Bryan has worked at 4 firms and has passed the Series 66, SIE and Series 7 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.

I am able to sell insurance on behalf of Lincoln Financial. I do this sparingly. CONSULTANT WITH AGENCY BROKERAGE CONSULTANTS TO FACILITATE THE SALE OF INSURANCE AGENCIES. HEADQUARTERS LOCATED AT 1600 SAMO ROAD, SUITE 115 MELBOURNE, FL 32935. THIS ACTIVITY IS NOT INVESTMENT RELATED AND HAS A START DATE OF 12/2016. APPROXIMATELY 5 HOURS A MONTH ARE DEVOTED TO THIS ACTIVITY DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Robert Vescio'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

October 3, 2022 - Present

VAM GROUP, LLC

Office #1: 2200 Georgetown Drive Suite 301, Sewickley, PA 15143

RIA

CRD#: 323226

SEWICKLEY, PA

Past

February 4, 2021 - December 17, 2021

VESCIO ASSET MANAGEMENT, LLC

RIA

CRD#: 311607

SEWICKLEY, PA

Past

April 23, 2015 - January 13, 2021

BRYAN ADVISORY SERVICES, LLC

RIA

CRD#: 153659

CANONSBURG, PA

Past

November 10, 2011 - November 1, 2019

BRYAN FUNDING, INC.

CRD#: 11899

SEWICKLEY, PA

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(10/3/2022)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/12/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/9/2011

General Securities Representative Examination

Current Firm

VAM GROUP, LLC

CRD#: 323226 / SEC#: 801-126653

RIA

Registered Investment Advisory firm - (10/30/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (10/4/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

2200 Georgetown Drive Suite 301, Sewickley, PA 15143

Mailing Address

Phone number

(724) 940-5400

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	77
AUM (Assets Under Management)	$ 58,712,707

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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Bryan R. Vescio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Robert Vescio's CRS (Customer Relationship Summary).

Certified licenses

Experience

VAM GROUP, LLC

VESCIO ASSET MANAGEMENT, LLC

BRYAN ADVISORY SERVICES, LLC

BRYAN FUNDING, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/12/2012

SIE

Date: 10/1/2018

Series 7

Date: 11/9/2011

Current Firm

VAM GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VAM GROUP, LLC

TRUST BUT VERIFY

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