Bruno M Cunha
Investment adviser representative at Citizens Securities, Inc.
10 yearsExperience
3 statesRegistered in
$12.9BFirm assets
23 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Citizens Securities, Inc.Mar 2025 to now
- Fidelity InvestmentsApr 2022 to Mar 2025
- Citizens Securities, IncJan 2021 to Apr 2022
- Citizens BankJan 2021 to Jun 2021
- Citizens Securities Inc.Oct 2019 to Dec 2020
- Citizens Securities, Inc.Aug 2018 to Jan 2019
- Citizens BankJul 2016 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (FL, NV, RI).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 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
- 6996337
- Firm CRD
- 39550