Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Robert Bruno, financial advisor Reno NV
93 score

Robert Bruno

CRD Number: 3157362
Current Firm: Dunham & Associates Investment Counsel, Inc.

Robert Bruno (CRD# 3157362) is an Investment Advisor Representative working at Dunham & Associates Investment Counsel, Inc. in Reno, NV and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Dunham Trust Company Reno, NV Oct 2010 - Current 6
Dunham & Associates Investment Counsel, Inc. San Diego, CA Aug 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Dec 2005
Contact Info for Robert D. Bruno
Phone Number: 858-964-0500
Firm Website:
Registered State(s):
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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