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Bruno Luis MacHado

MacKay Shields LLC

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About Bruno Luis MacHado

Bruno Luis MacHado is an investment advisor representative with Mackay Shields LLC. Bruno has been active in the financial services industry since 2007. Bruno has passed the Series 66, Series 7, and SIE exams. Bruno is registered in 51 states and the District of Columbia. Bruno specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses, as well as pooled investment vehicles, insurance companies, and investment companies.

Firm Information

Bruno MacHado is currently registered with MacKay Shields LLC. MacKay Shields LLC is an investment advisor headquartered in NEW YORK, NY, United States. The firm manages approximately $139.12 billion in assets for various clients including insurance companies, investment companies, pension and profit sharing plans, and state or municipal government entities. The firm also offers portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
MacKay Shields LLC

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$139.12B

Assets Under Management

Not reported

Total Clients

7

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Bruno MacHado’s Registration & Firm History

NY

03/17/2017 - Present

MacKay Shields LLC (NEW YORK NY)

CT

07/26/2010 - 11/15/2010

ING FINANCIAL PARTNERS, INC. (ROCKY HILL CT)

NY

06/01/2009 - 07/08/2010

MORGAN STANLEY SMITH BARNEY (POUGHKEEPSIE NY)

NY

02/07/2007 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (POUGHKEEPSIE NY)

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Licenses & Designations

BOTH

Issued 02/21/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bruno Luis MacHado.
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