Unclaimed
Bruce Molinaroli is an investment advisor representative with Ingalls & Snyder, LLC. Bruce is a veteran of the financial services industry, with over 50 years of experience. Bruce is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7TO, SIE, PC, and Series 1 licenses. Bruce is also registered in several states to provide investment advice. Bruce provides financial planning, portfolio management, and educational seminars to clients. Bruce's previous experience includes positions at Loeb Partners, Hornblower, Weeks, Noyes & Trask Incorporated, Spencer Trask & Co. Incorporated, Hugh Johnson & Company Inc., and C. B. Richard, Ellis & Co.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see "miscellaneous" on schedule d.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
07/08/2021 - Present
Ingalls & Snyder, LLC (NEW YORK NY)
NA
01/18/1978 - 07/01/1979
LOEB PARTNERS
NA
05/05/1977 - 01/18/1978
HORNBLOWER, WEEKS, NOYES & TRASK INCORPORATED
NA
03/04/1977 - 05/05/1977
SPENCER TRASK & CO. INCORPORATED
NA
02/09/1973 - 02/27/1977
HUGH JOHNSON & COMPANY INC.
NA
08/27/1970 - 01/08/1973
C. B. RICHARD, ELLIS & CO.
BC
Issued 07/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1980
PC - AMEX Put and Call Exam
BC
Issued 08/28/1967
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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