Thomas Carl Bruno
Investment adviser representative at Truist Advisory Services, Inc.
15 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Truist Advisory Services, Inc.Jul 2024 to now
- Truist Investment Services, Inc.Jul 2024 to now
- UnemployedJan 2024 to Jul 2024
- Charles Schwab & Co., IncMar 2023 to Jan 2024
- Charles Schwab Bank SsbMar 2023 to Jan 2024
- UnemployedFeb 2021 to Mar 2023
- Morgan Stanley Smith Barney LLCMar 2018 to Feb 2021
- Charles Schwab & Co., IncFeb 2011 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 5894007
- Firm CRD
- 283390