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David John Bruno

American Portfolios Financial Services, Inc.

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About David John Bruno

David John Bruno is a financial advisor who has been in the industry since December 14, 1997. David Bruno is currently registered with American Portfolios Financial Services, Inc. and has been with the firm since May 5, 2020. David Bruno was previously registered with BCG Securities, Inc. and Lincoln Financial Securities Corporation.

Firm Information

David Bruno is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

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.

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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David Bruno’s Registration & Firm History

PA

05/05/2020 - Present

American Portfolios Financial Services, Inc. (Bala Cynwyd PA)

NJ

01/11/2013 - 05/08/2020

BCG SECURITIES, INC. (CHERRY HILL NJ)

NJ

12/15/1997 - 01/16/2013

LINCOLN FINANCIAL SECURITIES CORPORATION (HADDONFIELD NJ)

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Licenses & Designations

BC

Issued 01/16/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David John Bruno.
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