Luke Samuele Bruno

Vestmark Advisory Solutions, INC.

10 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Vestmark Advisory Solutions, INC.

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

32,047 clients

Average Client Portfolio

$313K average

Assets Under Management

$10.0B

Fee Structure

Financial Planning:Investment management only

Location

Charlestown, MA

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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.

Employment History

Current Registrations

Vestmark Advisory Solutions, INC.

August 2023 - Present · 2 yrs 6 mos

Previous Registrations

Eaton Vance Management

January 2013 - June 2021 · 8 yrs 5 mos

Eaton Vance Distributors, INC.Broker

October 2012 - June 2021 · 8 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.