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Adam Bruno

Evolution Wealth Management Inc.

Fort Myers, FL

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Current Employers
Evolution Wealth Management Inc.

12487 Brantley Commons Court, Fort Myers, FL 33907 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

12487 Brantley Commons Court, Fort Myers, FL 33907 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Evolution Wealth Management Inc. Fort Meyers FL 02/2020 Present
Evolution Retirement Services Inc. Fort Meyers FL 01/2018 Present
Grace Advisory Group Fort Meyers FL 08/2015 01/2018
  • 02/2020 → Present
    Evolution Wealth Management Inc.
    Fort Meyers, FL
  • 01/2018 → Present
    Evolution Retirement Services Inc.
    Fort Meyers, FL
  • 08/2015 → 01/2018
    Grace Advisory Group
    Fort Meyers, FL
Other Businesses

Evolution Retirement Services Inc., Insurance Agent, 01/2018 - Present, 12487 Brantley Commons Ct., Fort Myers, FL 33907, 30 Hours/Week during Business & Trading Hours, Sales of Insurance Products and Services, Investment-Related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-03
  • S65 Uniform Investment Adviser Law Examination
    2020-01-03

View on SEC IAPD

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Other Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
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WILLIAM CARR WHITE
JACQUELINE ANNETTE WEBSTER
SCOTT MICHAEL KLEIN
JEFFREY STUART MALAVSKY
WILLIAM HERBERT WHITE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL
UBS FINANCIAL SERVICES INC. · FORT MYERS, FL
LPL FINANCIAL LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL

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