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Bryan Robert Vescio

VAM GROUP
SEWICKLEY, PA
·CRD# 5981086·15 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

15 years in the financial services industry

Current & Past Employments

VAM GROUP, LLC·CRD# 323226
RIA
2200 Georgetown Drive Suite 301, Sewickley, PA 15143
October 3, 2022 - Present
VESCIO ASSET MANAGEMENT, LLC·CRD# 311607
RIA
Sewickley, PA
February 4, 2021 - December 17, 2021
BRYAN ADVISORY SERVICES, LLC·CRD# 153659
RIA
Canonsburg, PA
April 23, 2015 - January 13, 2021
BRYAN FUNDING, INC.·CRD# 11899
BD
Sewickley, PA
November 10, 2011 - November 1, 2019

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Current Firm

VG
VAM GROUP, LLC

VAM GROUP, LLC

CRD#: 323226 / SEC#: 801-126653
RIA
Registered Investment Advisory firm - SEC (10/30/2024 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (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).

Contact Information

Main Address

2200 Georgetown Drive Suite 301, Sewickley, PA 15143

Phone Number

(724) 940-5400

# of Employees

2

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

79

AUM (Assets Under Management)

$66,129,365

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2012About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2011About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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