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William Burch Bruno

Sandbox Financial Partners, LLC

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About William Burch Bruno

William Burch Bruno is a registered Investment Advisor Representative with Sandbox Financial Partners, LLC. William has been in the financial services industry since January 2003. William holds the Series 66, SIE and Series 7 licenses. William is also a licensed insurance agent. William has a track record of providing financial advice to individuals and families, as well as pension and profit-sharing plans, corporations, and other businesses. William specializes in financial planning, selection of other advisors, and portfolio management for individuals. William previously worked with Equitable Advisors, LLC and Ameriprise Financial Services, Inc..

Firm Information

William Bruno is currently registered with Sandbox Financial Partners, LLC. Sandbox Financial Partners, LLC is an independent Registered Investment Advisor headquartered in Bethesda, MD. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other institutions. They have approximately $575 million in regulatory assets under management. The firm's website can be found at sandboxfinancial.com.
Sandbox Financial Partners, LLC

6903 ROCKLEDGE DRIVE

BETHESDA, MD 20817

$575.17M

Assets Under Management

Not reported

Total Clients

5

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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William Bruno’s Registration & Firm History

MD

07/22/2021 - Present

Sandbox Financial Partners, LLC (BETHESDA MD)

VA

02/06/2006 - 07/21/2021

EQUITABLE ADVISORS, LLC (FALLS CHURCH VA)

MN

01/09/2003 - 01/26/2006

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

01/09/2003 - 01/26/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/27/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Burch Bruno.
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