Joseph
Bruno

Brokers International Financial Services, LLC

CRD#2379064
Investment Advisor
in Newtown Square, PA

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About this Advisor

Joseph Bruno is a financial advisor based in Newtown Square, Pennsylvania, working with Brokers International Financial Services, LLC. Joseph has previously held positions at Nationwide Securities, LLC, Nationwide, and Brokers International Financial Services. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Joseph is part of Brokers International Financial Services, LLC, which operates out of Newtown Square, Pennsylvania. The firm has 132 offices and 260 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Brokers International Financial Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

90 S Newtown Street Rd Ste 3
Newtown Square, PA 19073

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Brokers International Financial Services, LLC Brokerage Details

Total Assets Under Management

$2,000,456,128

PA Average: $9,259,360,772
Total Number of Employees

260

PA Average: 166
Total Number of Accounts

11,566

PA Average: 7,189
Average Account Size

$172,960

PA Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Joseph Bruno Work History

2020 - Present (4 years)

Brokers International Financial Services

2008 - 2020 (12 years)

Nationwide Securities, LLC

2008 - 2020 (12 years)

Nationwide

Disclosures

Please visit the SEC profile of Joseph 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 Brokers Financial

Joshua Isherwood
Urbandale, IA
Jose Amaya Cisneros
Urbandale, IA
Cornelius O'Reilly
Urbandale, IA
Paul Reidy
Scituate, MA
Nathan Schoenherr
Green Bay, WI
Theodore Boyes
Fort Lauderdale, FL
Alex Cary
Urbandale, IA
Mihailo Jovanovic
Urbandale, IA

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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