Joseph Bruno
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Bank of America, N.A.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to now
- Self EmployementJul 2024 to Dec 2024
- Gap of EmployementFeb 2024 to Jul 2024
- Iss StoxxMay 2022 to Feb 2024
- Gap of EmployementJan 2022 to May 2022
- EntelligentApr 2021 to Jan 2022
- Gap of EmployementJul 2020 to Apr 2021
- SustainalyticsNov 2019 to Jul 2020
- Gap of EmploymentMay 2019 to Nov 2019
- Bloomberg LLCAug 2012 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2850267
- Firm CRD
- 7691