Justin Bruzzese (CRD# 7121391) is an Investment Advisor Representative working at New England Schooner, Inc. in Peabody, MA and has over 2 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New England Schooner, Inc. | Peabody, MA | Feb 2022 - Current | 2 |
| Royal Alliance Associates, Inc. | Peabody, MA | Jan 2021 - Current | 3 |
| Unemployed | North Reading, MA | May 2020 - Jan 2021 | < 1 |
| Bryant University | Smithfield, RI | Sep 2016 - May 2020 | 3 |
| Baystate Financial | Wakefield, MA | May 2019 - Aug 2019 | < 1 |
| Northeast Arc | Peabody, MA | Jul 2012 - Mar 2019 | 6 |
| Fidelity Investments | Smithfield, RI | Jun 2018 - Aug 2018 | < 1 |
| North Reading Parks Department | North Reading, MA | Jun 2017 - Aug 2017 | < 1 |
| North Reading High School | North Reading, MA | Sep 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2021 |
- MA
-
Total Assets Under Management109MILLIONS
-
Total Number of Accounts470ACCOUNTS
-
Average Account Value$231,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
MA, ME
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.