Mark Lehman Bobruff
Investment adviser representative at Tumolo Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$134MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Tumolo Wealth Management, LLCJan 2026 to now
- LPL Enterprise, LLCNov 2024 to Jan 2026
- Prudential Financial Planning ServicesApr 2021 to Nov 2024
- Pruco Securities, LLC.Mar 2021 to Nov 2024
- UnemployedOct 2019 to Feb 2021
- TD Ameritrade Investment Management, LLCFeb 2018 to Sep 2019
- TD Ameritrade, Inc.Feb 2018 to Sep 2019
- Scottrade, IncAug 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CT).
Tumolo Wealth Management LLC
$134MAssets managed
449Clients
4Advisers
Under 1 yearIn 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
- 4365757
- Firm CRD
- 330567