Jerry
Bruno

Leigh Baldwin & Co., LLC

CRD#3090416
Investment Advisor
in Cazenovia, NY

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About this Advisor

Jerry Bruno is a financial advisor who works out of Cazenovia, New York with a total of 2 years of industry experience. Bruno is on the advisory team at Leigh Baldwin & Co., LLC. They have worked at Leigh Baldwin & Co., Llc for their whole career. Bruno has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York. Leigh Baldwin & Co., LLC is a registered investment company that has its headquarters in Cazenovia, NY. The company has offices in 14 locations and a total of 21 people on staff. It manages $180 million in assets under management between its 642 client accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises four charitable organizations. Of its 642 customer accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically are based on the type of services. Fee types billed by Leigh Baldwin & Co., LLC likely include asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Office Location

112 Albany Street
Cazenovia, NY 13035-0660

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Leigh Baldwin & Co., LLC Brokerage Details

Total Assets Under Management

$179,985,619

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

21

NY Average: 88
Total Number of Accounts

642

NY Average: 3,892
Average Account Size

$280,351

NY Average: $1,917,921

Investment Advisory Services

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

Jerry Bruno Work History

Jerry has been registered as a financial advisor for 2 years.*

2002 - Present (22 years)

Leigh Baldwin & Co., LLC

*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 Jerry 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 Leigh Baldwin & Co., LLC

Fred Thomas
Fayetteville, NY
Alan Baldwin
Cazenovia, NY
Daniel Duffy
Syracuse, NY
Melissa Norwicke
Stanhope, NJ
Daniel Parkin
Cazenovia, NY
Mary Swan
Manlius, NY
Amy Jones
East Syracuse, NY
Nicholas Colarossi
Clarks Summit, PA

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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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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