Adam Bruno (CRD# 7236076) is an Investment Advisor Representative working at Evolution Wealth Management Inc. in Fort Myers, FL and has over 4 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 1002352
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evolution Wealth Management Inc. | Fort Meyers, FL | Feb 2020 - Current | 4 |
| Evolution Retirement Services Inc. | Fort Meyers, FL | Jan 2018 - Current | 6 |
| Grace Advisory Group | Fort Meyers, FL | Aug 2015 - Jan 2018 | 2 |
| First Family Insurance | Fort Meyers, FL | May 2015 - Aug 2015 | < 1 |
| Tz Insurance Solutions | Fort Meyers, FL | Jun 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
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- FL
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Total Assets Under Management80MILLIONS
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Total Number of Accounts394ACCOUNTS
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Average Account Value$202,275
- A percentage of assets under your management
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- Educational seminars/workshops
FL
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