Justin Bruzzese
Justin Bruzzese is a registered investment advisor at New England Schooner, INC., based in Peabody, MA, with 5 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 336 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
New England Schooner charges a percentage of your portfolio each year, paid quarterly. The exact fee can be negotiated. If you end your relationship, you'll receive a refund for any unused portion of the quarterly fee. This fee does not include brokerage commissions or other transaction fees.
Location
3 Centennial Drive, Suite 300, Peabody, MA, 01960
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Justin works as a First Line Supervisor for New England Schooner, dedicating nearly full-time hours to this role. He also works as an Investment Advisor Representative for New England Schooner, spending about a quarter of his time. Additionally, Justin is an insurance agent, dedicating a few hours per week to ensuring clients have proper financial protection.
Employment History
Current Registrations
New England Schooner, INC.
Osaic Wealth, INC.Broker
State Registrations40 states
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