Michael Bruno, financial advisor Williamsville NY
96 score

Michael Bruno

CRD Number: 1099987
Current Firm: Invest Financial Corporation

Michael Bruno (CRD# 1099987) is an Investment Advisor Representative working at Invest Financial Corporation in Williamsville, NY and has over 20 years of experience in the finance industry.

Similar Advisors
Steven Elwell, financial advisor Williamsville NY
Steven M. Elwell
CRD# 6041661
Level Financial Advisors, Inc.
Score
103
Similar Advisors
Gregory Ahrens, CFP, ChFC, financial advisor Williamsville NY
Gregory A. Ahrens, CFP, ChFC
CRD# 5386619
Park Avenue Securities LLC
Score
101
Similar Advisors
Joseph Feeley, financial advisor Williamsville NY
Joseph P. Feeley
CRD# 4649710
Linwood Investment Advisors Inc.
Score
101
Professional Designations
Company Name Location Dates Years
Invest Financial Corporation Williamsville, NY Jun 2011 - Current 5
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
Contact Info for Michael J. Bruno
Phone Number: (813) 880-5300
Registered State(s):
  • GA
  • MD
  • MA
  • NV
  • NJ
  • NC
  • RI
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Michael Bruno and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.