BM
CFA
BM
CFA

Bruno Meliambro

2 Years of Experience
Kanata, Ontario

Bruno Meliambro is a CFA-designated registered investment advisor at Raymond James (USA) LTD, based in Kanata, Ontario, with 2 years of industry experience. Bruno operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,864 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
119 advisors
Number of Clients
4,864 clients
Average Client Portfolio
$409K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $1.0M1.75%
$1.0M - $3.0M1.50%
$3.0M - $5.0M1.25%
$5M+1.00%

Fees are negotiable with the financial advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

600 Terry Fox Drive, Suite 201, Kanata, Ontario, K2L 4B6

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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.

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Other Business Activities

Bruno is a Branch Manager at Raymond James LTD (RJL), a registered investment dealer, since 2011. He dedicates full-time hours to this investment-related business.

Employment History
Current Registrations
Raymond James (USA) LTD
March 2024 - Present · 2 yrs 2 mos
State Registrations1 state
CA
Advisor

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.
Bruno Meliambro - Financial Advisor | TrueAdvisor