Andrea Jose Bruno
Investment adviser representative at Aventura Private Wealth, LLC
14 yearsExperience
1 stateRegistered in
$374.8MFirm assets
2 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Aventura Private Wealth, LLCSep 2024 to now
- Insigneo Advisory Services LLCOct 2023 to Sep 2024
- Insigneo Securities LLCOct 2023 to Sep 2024
- JP Morgan Securities LLCFeb 2013 to Oct 2023
- JP Morgan Chase BankMay 2012 to Oct 2023
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Aventura Private Wealth, LLC
$374.8MAssets managed
189Clients
3Advisers
2 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
- 6176989
- Firm CRD
- 332630