David Anthony Bruno

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1989 → Present
  Prudential Insurance Company Of America
  Chalfont, PA
• 04/1989 → 11/2024
  Pruco Securities, Llc.
  Chalfont, PA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Oreland, PA

Previous Registrations

• 2011-08-22 → 2024-11-14
  Pruco Securities, Llc.
  Aston, PA
  Glenside, PA
  Aston, PA
  Warrington, PA
  Aston, PA
  Warrington, PA
  Oreland, PA

Other Businesses

1) 01/14/2026-Bruno Family Wealth Planning-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 02/01/2026-260hrs/mth-130hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-13
• S63 Uniform Securities Agent State Law Examination
  1989-05-26

Designations

• Chartered Financial Consultant