Thomas
Bruno
Robertson Stephens
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About this Advisor
Thomas Bruno is a financial advisor based in Wilson, Wyoming, working with Robertson Stephens. Thomas has previously held positions at Factset Research Systems, Inc, Wells Fargo Clearing Services, Wells Fargo Bank, Gerson Lehrman Group, Robertson Stephens Capital Markets, LLC, and Robertson Stephens Wealth Management, LLC. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Wyoming. Currently, Thomas is part of Robertson Stephens, which operates out of Wilson, Wyoming. The firm has 23 offices and 92 employees. The firm manages assets totaling $4.9 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, and educational seminars. The fee structure at Robertson Stephens includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Robertson Stephens Brokerage Details
$4,932,272,688
92
4,536
$1,087,362
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
Thomas Bruno Work History
Robertson Stephens Capital Markets, LLC
Robertson Stephens Wealth Management, LLC
Wells Fargo Clearing Services
Wells Fargo Bank
Gerson Lehrman Group
Factset Research Systems, Inc
Disclosures
Please visit the SEC profile of Thomas Bruno 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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