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Pamela Joy Bruzinski

David Lerner Associates, Inc.

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About Pamela Joy Bruzinski

Pamela Bruzinski is a financial advisor with over 20 years of experience in the financial services industry. Pamela currently works for David Lerner Associates, Inc. in their Westport, Connecticut office and holds Series 7, Series 63 and SIE licenses. Pamela also has prior experience working as a financial advisor at Neuberger Berman LLC. Pamela is registered with FINRA and the states of Connecticut and New York.

Firm Information

Pamela Bruzinski is currently registered with David Lerner Associates, Inc.. David Lerner Associates, Inc. is a Corporation that was formed on November 6, 1975. The firm is registered with the Securities and Exchange Commission (SEC) and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

100

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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Pamela Bruzinski’s Registration & Firm History

CT

09/10/2015 - Present

David Lerner Associates, Inc. (WESTPORT CT)

NY

12/17/1998 - 02/24/2014

NEUBERGER BERMAN LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/25/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Pamela Joy Bruzinski. Review regulatory record here.
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