Michael Joseph Bruno
Investment adviser representative at Cresset Asset Management, LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$78.9BFirm assets
Are you Michael Joseph Bruno? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cresset Asset Management, LLCMay 2024 to now
- Bank of AmericaDec 2018 to May 2024
- CitigroupJun 2016 to Dec 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Cresset Asset Management, LLC
$78.9BAssets managed
4,911Clients
211Advisers
9 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
- 5146539
- Firm CRD
- 288566