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Bruno Larocca

RDM Capital Associates Inc.

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About Bruno Larocca

Bruno Larocca is an Investment Advisor Representative with RDM Capital Associates Inc. based in Red Bank, NJ. Bruno has been in the securities industry since 1979 and has a strong background in financial planning and portfolio management. Bruno is registered in Florida, New Jersey and New York and has specialized experience in providing investment advice to individuals, high-net-worth individuals and charitable organizations. Bruno holds Series 7 and Series 24 licenses.

Firm Information

Bruno Larocca is currently registered with RDM Capital Associates Inc.. RDM Capital Associates Inc. is an investment advisor headquartered in RED BANK, NJ with 127,578,442 in regulatory assets under management. They provide financial planning, portfolio management for individuals and businesses, and other services. They serve high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
RDM Capital Associates Inc.

263 BROAD ST

RED BANK, NJ 07701

$127.58M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bruno Larocca’s Registration & Firm History

NJ

08/27/2021 - Present

RDM Capital Associates Inc. (RED BANK NJ)

NY

03/12/1985 - 02/19/1998

STIRES, O'DONNELL AND CO., INC. (NEW YORK NY)

NA

10/25/1982 - 02/15/1985

SWARTWOOD, HESSE INC.

NA

05/01/1979 - 10/25/1982

JANNEY MONTGOMERY SCOTT INC.

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Licenses & Designations

BC

Issued 07/02/1984

Series 24 - General Securities Principal Examination

BC

Issued 04/21/1979

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bruno Larocca.
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