Federico Berruto
Investment adviser representative at Money Concepts Advisory Service
20 yearsExperience
1 stateRegistered in
CFADesignation
$4.1BFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Money Concepts Capital CorpMay 2026 to now
- Money Concepts Advisory ServicesMay 2026 to now
- Rise North CapitalOct 2025 to May 2026
- Harbourvest PartnersMay 2019 to Sep 2025
- State Street AssociatesJan 2017 to May 2019
- GmoMar 2006 to Dec 2016
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Money Concepts Advisory Service
Legal name: Money Concepts Capital Corp
$4.1BAssets managed
17,032Clients
386Advisers
35 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
- 8257658
- Firm CRD
- 12963