Bruce Romagnoli, financial advisor Bedford NH

Bruce Romagnoli

CRD Number: 837259
Current Firm: Insight Folios

Bruce Romagnoli (CRD# 837259) is an Investment Advisor Representative working at Insight Folios in Bedford, NH and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Insight Folios Bedford, NH Apr 2017 - Current 3
Applied Strategies For Wealth Mgmt Bedford, NH Apr 2007 - Current 13
Beacon Capital Distributors Inc. Akron, OH Jul 2014 - Apr 2017 2
Planmember Securities Corporation Carpinteria, CA Jun 2008 - Apr 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Mar 1998
Contact Info for Bruce Romagnoli
Phone Number: 855-813-1818
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    122
    MILLIONS
  • Total Number of Accounts
    662
    ACCOUNTS
  • Average Account Value
    $184,635
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, MA, MI, NC, NH, OR, SC, TX, WA

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