Kerri Brutto is a registered investment advisor at Nfsg Corporation, based in Mesa, AZ, with 25 years of industry experience. Kerri is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee of up to 2% based on assets under management, with a minimum annual charge of $250.
Fee Estimator
Location
2266 South Dobson Road, Suite 200, Mesa, AZ, 85202
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2024Customer Dispute
November 2023Criminal
June 1992Other Business Activities
Kerri is a realtor for DPR Realty since 2004, dedicating a few hours per week, and an estate planning attorney through her own law firm since 2010, spending about 10-20% of her time on this activity. She is also the owner of KJ Newbridge, LLC, a DBA for financial planning to cover office expenses.
Employment History
Current Registrations
Nfsg Corporation
Newbridge Securities CorporationBroker
Previous Registrations
Dewaay Advisory
Dewaay Financial Network, LLCBroker
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Linsco/private Ledger CORP.Broker
Washington Square Securities, INC.Broker
State Registrations21 states
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
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