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Debra Bruno

37 Years of Experience
Clark, NJ
BrokerSells Insurance

Debra Bruno is a registered investment advisor at LPL Financial LLC, based in Clark, NJ, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Debra has a business entity, DM Bruno Investments, for tax/investment purposes. She also sells non-variable insurance products, dedicating about 10-20% of her time to this activity.

Employment History
Current Registrations
LPL Financial LLC
March 2025 - Present · 1 yr 2 mos
LPL Financial LLCBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Ic Advisory Services, INC.
June 2006 - March 2025 · 18 yrs 9 mos
The Investment Center, INC.
October 2002 - June 2006 · 3 yrs 8 mos
The Investment Center, INC.Broker
October 1993 - March 2025 · 31 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1989 - October 1993 · 4 yrs 7 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.