Bryan J. Ricci
Investment Adviser Representative at William Joseph Capital Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bryan J. Ricci is an investment adviser representative with William Joseph Capital Management, Inc. in Summverville, SC, where they have been registered since 2015, the year they entered the securities industry. They are registered to provide investment advice in Connecticut and South Carolina.
Registrations & licenses
- Investment adviser:
- Connecticut, South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- William Joseph Capital Management LLCAug 2015 – no end date reportedBristol, CT
- Ricci & Co CPAS AND Consultants LLCJan 1999 – no end date reportedBristol, CT
- Abacus Financial Advisors LLCMay 2005 – no end date reportedBristol, CT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About William Joseph Capital Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 28
- Offices listed on AdvisorFinder:
- 9
- Main office:
- Bristol, CT
- SEC file number:
- 801-119964
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at William Joseph Capital Management, Inc.
Showing 12 of 28 in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bryan J. Ricci has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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