Joseph Bruno, financial advisor Newtown Square PA

Joseph Bruno

CRD Number: 2379064
Current Firm: Brokers Financial

Joseph Bruno (CRD# 2379064) is an Investment Advisor Representative working at Brokers Financial in Newtown Square, PA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Brokers International Financial Services Newtown Square, PA Jul 2020 - Current 3
Nationwide Securities, LLC Newtown Square, PA Aug 2008 - Jul 2020 11
Nationwide Newtown Sq, PA Aug 2008 - Jul 2020 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S65 NASAA Investment Advisors Law Examination Feb 1998
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joseph J. Bruno
Phone Number: 877-886-1939
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,000
    MILLIONS
  • Total Number of Accounts
    11,566
    ACCOUNTS
  • Average Account Value
    $172,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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