Bruno Miguel Calisto Miranda

Employer firm

Bmcm Finance CRD 314711

$87.8K regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 07/2008 → 08/2019
  First Quadrant Lp
  Pasadena, CA
• 09/2019 → 12/2020
  Unemployed
  Glendale, CA
• 01/2021 → Present
  Bmcm Finance
  Glendale, CA

Other Businesses

In addition to be engaged in investment management services, Bruno Calisto Miranda is an enrolled agent engaged in the tax advice and preparation business, through BMCM Finance at the same address of 1515 Ridgeway Dr, Glendale, California, 91202. Bruno Calisto Miranda is President and owner at BMCM Finance since January 2021 when Bruno started simultaneously focusing on both investment management services and tax services at BMCM Finance. As a tax professional, Bruno Calisto Miranda can provide tax advice to individuals or companies, prepare and submit tax returns, and represent individuals or companies on tax matters with the Internal Revenue Service. Tax services are not an investment-related business, but sometimes these services can cover tax advice in investments. Throughout the year, an equal amount of time is allocated to both investment management services and the tax advice and preparation services, roughly about 100 hours per month to investment management and another 100 hours per month to tax services. For per month estimates, tax services get approximately 10 hours during securities trading hours and the remaining 90 hours outside trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-24

Other Names

• Bruno Miranda