William Burch Bruno

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2006 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 05/2026 → Present
  Private Advisor Group, Llc
  Morristown, NJ
• 02/2006 → 07/2021
  Equitable Advisors, Llc
  New York, NY
• 07/2021 → 04/2026
  Sandbox Financial Partners Llc
  Bethesda, MD

Previous Registrations

• 2021-07-22 → 2026-05-05
  Sandbox Financial Partners, Llc
  Bethesda, MD
• 2006-02-17 → 2021-07-21
  Equitable Advisors, Llc
  Falls Church, VA
• 2003-01-28 → 2006-01-26
  Ameriprise Financial Services, Llc
  Vienna, VA

Other Businesses

Mr. Bruno uses Global Advisor Group as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Bruno is registered at, and is related to his investment services practice. Mr. Bruno devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Bruno devotes to activity providing investment services through PAG.

Exams

• S66 Uniform Combined State Law Examination
  2003-01-27