Adam Bruno
Investment adviser representative at Evolution Wealth Management Inc.
11 yearsExperience
1 stateRegistered in
$171.7MFirm assets
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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Evolution Wealth Management Inc.Feb 2020 to now
- Evolution Retirement Services Inc.Jan 2018 to now
- Grace Advisory GroupAug 2015 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Evolution Wealth Management Inc.
$171.7MAssets managed
294Clients
5Advisers
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
- 7236076
- Firm CRD
- 307644