Bruno Rossi

Employer firm

Td Private Client Wealth LLC CRD 164484

$8.57B regulatory AUM

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

• 07/2022 → 03/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jupiter, FL
• 11/2019 → 07/2022
  Mainstreet Entertainment
  Tallahassee, FL
• 11/2020 → 05/2021
  Keke's Breakfast Cafe
  Tallahassee, FL
• 10/2020 → 11/2020
  Chic-Fil-A
  Tallahassee, FL
• 10/2019 → 11/2019
  Panera Bread
  Tallahassee, FL
• 03/2017 → 08/2019
  E.R. Bradley's
  West Palm Beach, FL
• 08/2019 → 07/2022
  Florida State University
  Tallahassee, FL
• 06/2017 → 05/2019
  Palm Beach State College
  Lake Worth, FL
• 04/2019 → 05/2019
  Texas Roadhouse Inc
  West Palm Beach, FL
• 11/2016 → 03/2017
  Abercrombie & Fitch Co
  Wellington, FL
• 08/2014 → 05/2017
  Forest Hill High School
  West Palm Beach, FL
• 10/2022 → 12/2022
  Bank Of America, N.A.
  Plantation, FL
• 03/2025 → Present
  Td Private Client Wealth Llc
  Delray Beach, FL
• 03/2025 → Present
  Td Bank N.A.
  Delray Beach, FL

Previous Registrations

• 2023-01-18 → 2025-03-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Plantation, FL
  New York, NY
  Jupiter, FL
  Jupiter, FL
  Palm Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-12-13

Other Names

• Bruno D Rossi
• Bruno David Rossi