Bryan Ricci has been an investment adviser representative at William Joseph Capital Management since August 2015, and is not listed among the firm’s executive officers or direct owners.
William Joseph Capital Management, Inc. is a Bristol, CT firm with $694M under management, 1,879 clients and 27 advisers across 28 offices, as of its March 2026 filing.
- – present · 11 yearsSummverville, SC · Adviser representative · Firm CRD 226535
Investment adviser representative registrations
Bryan Ricci is registered as an investment adviser representative in 2 states. The first approvals date from August 2015; the most recent is South Carolina, in August 2021.
- ConnecticutSince 27 August 2015
- South CarolinaSince 25 August 2021
Examinations
No examinations are on Bryan Ricci’s record.
- Full name
- Bryan J. Ricci
- CRD
- 6550511
- Firm
- William Joseph Capital Management · CRD 226535
- Office
- Summverville, SC
- Registration
- Investment adviser registration
- In the industry since
- August 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Bryan Ricci work?
Bryan Ricci is an investment adviser representative registered through William Joseph Capital Management, Inc. since August 2015, and is not listed among the firm’s executive officers or direct owners.
Is Bryan Ricci a financial advisor?
Yes. Bryan Ricci has a current investment-adviser registration in Connecticut and South Carolina, through William Joseph Capital Management since August 2015.
How many years of experience does Bryan Ricci have?
Bryan Ricci has 11 years in the financial industry, since August 2015, across 1 adviser firm.
Where is Bryan Ricci based?
Bryan Ricci’s registered office is in Summverville, SC.
Is Bryan Ricci registered with FINRA?
No. Bryan Ricci has no current broker registration.
How can I verify Bryan Ricci’s record?
Search CRD 6550511 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan Ricci’s full registration record.
