Stefano BrugnerottoCRD 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.
Infinex Investments, Inc.
Truist Advisory Services, Inc.
Lpl Financial LLC
|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|
Total Assets Under Management21MILLIONS
Total Number of Accounts78ACCOUNTS
Average Account Value$268,245
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)