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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bruno is a financial advisor with Cresset Asset Management, LLC in West Palm Beach, Florida. Michael has been working in the financial services industry since 2007 and has experience with Citi Private Advisory, LLC, CITIGROUP GLOBAL MARKETS INC., and J.P. Morgan Securities LLC. Michael is licensed in Florida as an Investment Advisor Representative. Michael holds a Series 7 and 66 license, and the SIE designation. Michael specializes in providing financial planning, portfolio management, and tax services. Michael has a strong background in finance and has a Chartered Financial Analyst designation.
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.
Guidance on pension options to ensure a secure financial future.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
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2
FL
07/15/2024 - Present
Cresset Asset Management, LLC (West Palm Beach FL)
FL
03/28/2017 - 01/16/2019
CITI PRIVATE ADVISORY, LLC (WEST PALM BEACH FL)
FL
07/15/2016 - 01/16/2019
CITIGROUP GLOBAL MARKETS INC. (WEST PALM BEACH FL)
FL
10/01/2008 - 07/01/2015
J.P. MORGAN SECURITIES LLC (PALM BEACH FL)
FL
10/25/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (PALM BEACH FL)
BOTH
Issued 08/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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