Anthony
Bruno

Commonwealth Financial Network

CRD#2399093
Investment Advisor
in Bridgewater, NJ

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About this Advisor

Anthony Bruno is a financial advisor based in Bridgewater, New Jersey, working with Commonwealth Financial Network. Anthony has previously held positions at Valley National Bank, New Century Asset Management, Inc, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Mml Investors Services, LLC, Preferred Financial Partners, Commonwealth Financial Network, Msi Financial Services, and Massachusetts Mutual Life Insurance Company. Anthony has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Anthony is part of Commonwealth Financial Network, which operates out of Bridgewater, New Jersey. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

440 Route 22 E Suite 190
Bridgewater, NJ 08807

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

NJ Average: $16,012,751,954
Total Number of Employees

4,500

NJ Average: 118
Total Number of Accounts

623,075

NJ Average: 4,567
Average Account Size

$284,126

NJ Average: $3,506,186

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Anthony Bruno Work History

2021 - Present (3 years)

Commonwealth Financial Network

2016 - Present (8 years)

Preferred Financial Partners

2017 - 2021 (4 years)

Mml Investors Services, LLC

2017 - 2017 (< 1 year)

Msi Financial Services

2017 - 2021 (4 years)

Massachusetts Mutual Life Insurance Company

2015 - 2016 (1 year)

Cetera Investment Services LLC

2015 - 2016 (1 year)

Cetera Investment Advisers LLC

2011 - 2015 (4 years)

New Century Asset Management, Inc

2008 - 2016 (8 years)

Valley National Bank

Disclosures

Please visit the SEC profile of Anthony Bruno 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 Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Maggie Scally
West Chester, PA
Caleb Sams
Brentwood, TN
Renee Bilodeau
Glastonbury, CT
Thomas Keefer
Berwyn, PA
Blake Workman
Overland Park, KS
Ryan Swenson
Jupiter, FL

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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