Barry Bruno (CRD# 2220517) is an Investment Advisor Representative working at Eagle Strategies LLC in Saratoga Springs, NY and has over 32 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Eagle Strategies LLC | Latham, NY | Jul 2017 - Current | 6 |
Bruno & Bruno Financial Services, LLC | Saratoga Springs, NY | Mar 2016 - Current | 8 |
Nylife Securities LLC | Latham, NY | Jan 1992 - Current | 32 |
New York Life | Albany, NY | Nov 1991 - Current | 32 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1992 |
- NJ
- NY
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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