Stephen
Bruneau
Ameritas Advisory Services, LLC
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About this Advisor
Stephen Bruneau is a financial advisor based in Weston, Massachusetts, working with Ameritas Advisory Services, LLC. Stephen has previously held positions at Ameritas Investment Corp, Ameritas Life Insurance, Ameritas Life Insurance Corp Of New York, Boston 128 Insurance Agency Inc, Boston 128 Companies Inc, Deerfield Condo, and Ameritas Advisory Services, LLC. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, Stephen is part of Ameritas Advisory Services, LLC, which operates out of Weston, Massachusetts. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Stephen Bruneau Work History
Ameritas Advisory Services, LLC
Ameritas Life Insurance Corp Of New York
Ameritas Investment Corp
Ameritas Life Insurance
Boston 128 Insurance Agency Inc
Boston 128 Companies Inc
Deerfield Condo
Disclosures
Please visit the SEC profile of Stephen Bruneau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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