Donald
Brusca

Steward Partners Investment Advisory, LLC

CRD#724684
Investment Advisor
in Andover, MA

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About this Advisor

Donald Brusca is a financial advisor based in Andover, Massachusetts, working with Steward Partners Investment Advisory, LLC. Donald has previously held positions at Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Steward Partners Global Advisory LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Investment Solutions, LLC. Donald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, Donald is part of Steward Partners Investment Advisory, LLC, which operates out of Andover, Massachusetts. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

300 Brickstone Sq. Ste. 1006
Andover, MA 01810

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$15,388,456,057

MA Average: $7,464,549,021
Total Number of Employees

499

MA Average: 88
Total Number of Accounts

30,287

MA Average: 3,892
Average Account Size

$508,088

MA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Donald Brusca Work History

2022 - Present (3 years)

Steward Partners Investment Solutions, LLC

2016 - Present (9 years)

Steward Partners Investment Advisory, LLC

2015 - Present (10 years)

Steward Partners Global Advisory LLC

2014 - 2022 (8 years)

Raymond James Financial Services

2014 - 2022 (8 years)

Raymond James Financial Services Advisors Inc

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Disclosures

Please visit the SEC profile of Donald Brusca to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Steward Partners Investment Advisory, LLC

Derrick Labranche
New York, NY
Erik Mathieson
New York, NY
Anthony Piglowski
Suffolk, VA
Douglas Whitmore
Mobile, AL
Erika Luczynski
New York, NY
Samuel Smith
Nolensville, TN
Michael Hoff
Baltimore, MD
Michelle Lauder
Manchester, NH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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