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Bryan Bruno

14 Years of Experience
Metairie, LA
BrokerSells Insurance

Bryan Bruno is a registered investment advisor at Cetera Investment Advisers LLC, based in Metairie, LA, with 14 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3445 North Causeway Blvd, Ste 1000, Metairie, LA, 70002

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Bryan is an agent/broker for fixed insurance sales at Compass Capital Management, spending a few hours per week. He is also an employee at Kenworth of South Louisianna LLC, dedicating about a quarter of his time, and is involved with St. Philip Parish Men's Club and Over the Mountain Athletic Club, as well as owning rental property.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
November 2012 - August 2023 · 10 yrs 9 mos
Securian Financial Services, INC.Broker
October 2011 - August 2023 · 11 yrs 10 mos
State Registrations4 states
LAMOMSTX
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.