MB
CFP
MB
CFP

Michael Bruno

24 Years of Experience
Tampa, FL
Broker

Michael Bruno is a CFP-designated registered investment advisor at T. Rowe Price Advisory Services, INC., based in Tampa, FL, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10,014 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
437 advisors
Number of Clients
10,014 clients
Average Client Portfolio
$386K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management

T. Rowe Price Retirement Advisory Service manages your investments for an annual fee based on the value of the assets they manage. The gross advisory fee is up to 0.90% of assets under management. This fee is reduced by the total annual operating expenses of the T. Rowe Price funds held in your account. The net advisory fee is the gross fee minus the fund expense offset. No advisory fee is charged on money market funds.

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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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Employment History
Current Registrations
T. Rowe Price Advisory Services, INC.
March 2019 - Present · 7 yrs 2 mos
T. Rowe Price Investment Services, INC.
March 2019 - Present · 7 yrs 2 mos
T. Rowe Price Investment Services, INC.Broker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Cetera Investment Advisers LLC
September 2015 - January 2019 · 3 yrs 4 mos
Cetera Investment Services LLCBroker
September 2015 - January 2019 · 3 yrs 4 mos
Investment Centers of America, INC.
October 2012 - September 2015 · 2 yrs 11 mos
Investment Centers of America, INC.Broker
October 2012 - September 2015 · 2 yrs 11 mos
T. Rowe Price Advisory Services, INC.
July 2004 - October 2012 · 8 yrs 3 mos
T. Rowe Price Investment Services, INC.Broker
July 2004 - October 2012 · 8 yrs 3 mos
Raymond James Financial Services, INC.Broker
April 2003 - June 2004 · 1 yr 2 mos
UBS Painewebber INC.
July 2000 - October 2002 · 2 yrs 3 mos
UBS Painewebber INC.Broker
July 2000 - October 2002 · 2 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.