Michael BrunoCRD Number: 1099987
Current Firm: Securities America Advisors, Inc.
Michael Bruno (CRD# 1099987) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Williamsville, NY and has over 21 years of experience in the finance industry.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Securities America Advisors||Williamsville, NY||Dec 2017 - Current||< 1|
|Securities America, Inc.||Williamsville, NY||Dec 2017 - Current||< 1|
|Invest Financial Crop||Williamsville, NY||Jun 2011 - Dec 2017||6|
|Ensemble Financial Services||Pittsford, NY||Oct 2002 - Jun 2011||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1996|
|S65||NASAA Investment Advisors Law Examination||Jul 2005|
Total Assets Under Management15,610MILLIONS
Total Number of Accounts105,891ACCOUNTS
Average Account Value$147,418
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops