Bruce
Romagnoli
Insight Folios
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About this Advisor
Bruce Romagnoli is a chartered financial consultant who works out of Bedford, New Hampshire who has 6 years of industry experience. Romagnoli currently works for Insight Folios. During their career, the advisor has held roles at Planmember Securities Corporation, Insight Folios, Applied Strategies For Wealth Mgmt and Beacon Capital Distributors Inc. Romagnoli holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Hampshire. Insight Folios is an advisory firm based in Charlotte, NC. The firm has offices in 10 locations and a total of 14 people on staff. It has $259 million in total assets between its 1,490 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,490 accounts, just 10% belong to high-net-worth investors who have more than $1 million in assets. Insight Folios provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees typically vary depending on which services the firm provides the client. However, fees charged by Insight Folios most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Insight Folios Brokerage Details
$258,771,507
14
1,490
$173,672
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Bruce Romagnoli Work History
Bruce has been registered as a financial advisor for 6 years.*
Insight Folios
Applied Strategies For Wealth Mgmt
Beacon Capital Distributors Inc
Planmember Securities Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bruce Romagnoli 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 Insight Folios
Charlotte, NC
Charlotte, NC
Charlotte, NC
Fort Gratiot, MI
Charlotte, NC
Bozeman, MT
Bedford, NH
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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