Stephen Bruneau (CRD# 870787) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Weston, MA and has over 38 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Ameritas Life Insurance Corp Of New York | Suffern, NY | Jul 2010 - Current | 13 |
| Ameritas Investment Corp. | Lincoln, NE | Jun 2006 - Current | 17 |
| Ameritas Life Insurance | Lincoln, NE | Jun 2006 - Current | 17 |
| Boston 128 Insurance Agency Inc. | Weston, MA | Jan 1987 - Current | 37 |
| Boston 128 Companies Inc. | Weston, MA | Jan 1987 - Current | 37 |
| Deerfield Condo | Weston, MA | Jun 1974 - Current | 49 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1985 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
- MA
- TX
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- 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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