Stefano Brugnerotto, financial advisor Winter Haven FL

Stefano Brugnerotto

CRD Number: 7489706
Current Firm: Iplan

Stefano Brugnerotto (CRD# 7489706) is an Investment Advisor Representative working at Iplan in Winter Haven, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Save, Inc. Rockville, MD Jan 2015 - Current 7
District Comedy LLC Rockville, MD Jan 2015 - Current 7
Unemployed Rockville, MD Jan 2012 - Dec 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2021
Contact Info for Stefano M. Brugnerotto
Phone Number: 202-600-9605
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    21
    MILLIONS
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $268,245
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

MD

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