Donald Brusca (CRD# 724684) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Andover, MA and has over 43 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Solutions, LLC | Andover, MA | May 2022 - Current | 1 |
| Steward Partners Investment Advisory, LLC | Andover, MA | Jan 2016 - Current | 8 |
| Steward Partners Global Advisory LLC | Andover, MA | Apr 2015 - Current | 9 |
| Raymond James Financial Services Advisors Inc. | Andover, MA | Jul 2014 - May 2022 | 7 |
| Raymond James Financial Services | Andover, MA | May 2014 - May 2022 | 8 |
| Rpg Family Wealth Advisory, LLC | Burlington, MA | Oct 2012 - May 2014 | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1981 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
- TX
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
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