Edgardo Bruzzone, financial advisor San Mateo CA
90 score

Edgardo Bruzzone

CRD Number: 6376920
Current Firm: Strategic Wealth Advisors Group

Edgardo Bruzzone (CRD# 6376920) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in San Mateo, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Strategic Wealth Advisors Group San Mateo, CA Nov 2017 - Current < 1
Lpl Financial, LLC San Mateo, CA Nov 2017 - Current < 1
Various Insurance Carriers For W&r Insurance Agencies San Jose, CA Jan 2017 - Nov 2017 < 1
Waddell & Reed, Inc. San Mateo, CA Jan 2017 - Nov 2017 < 1
Bank Of America, Na San Mateo, CA Jan 2015 - Dec 2016 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Menlo Park, CA Jul 2014 - Jan 2015 < 1
Union Bank Na Palo Alto, CA Dec 2010 - Jun 2014 3
Bank Of America Corporation Los Gatos, CA Aug 2009 - Nov 2010 1
Wachovia Bank Na Mountain View, CA Sep 2007 - Jul 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Edgardo J. Bruzzone
Phone Number: 650-571-1934
Firm Website: http://www.sfcu.org
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,904
    MILLIONS
  • Total Number of Accounts
    13,764
    ACCOUNTS
  • Average Account Value
    $211,000
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MD, MI, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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