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Justin Taylor Bruzzese

New England Schooner, Inc.

Peabody, MA

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Current Employers
New England Schooner, Inc.

3 Centennial Drive Suite 300, Peabody, MA 01960 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-02-23
  • MA RA
    APPROVED
    Since 2022-02-23

Branch Locations

3 Centennial Drive Suite 300, Peabody, MA 01960 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Baystate Financial Wakefield MA 05/2019 08/2019
Fidelity Investments Smithfield RI 06/2018 08/2018
Northeast Arc Peabody MA 07/2012 03/2019
North Reading Parks Department North Reading MA 06/2017 08/2017
Bryant University Smithfield RI 09/2016 05/2020
Royal Alliance Associates, Inc. Peabody MA 01/2021 Present
Unemployed North Reading MA 05/2020 01/2021
New England Schooner, Inc. Peabody MA 02/2022 Present
  • 05/2019 → 08/2019
    Baystate Financial
    Wakefield, MA
  • 06/2018 → 08/2018
    Fidelity Investments
    Smithfield, RI
  • 07/2012 → 03/2019
    Northeast Arc
    Peabody, MA
  • 06/2017 → 08/2017
    North Reading Parks Department
    North Reading, MA
  • 09/2016 → 05/2020
    Bryant University
    Smithfield, RI
  • 01/2021 → Present
    Royal Alliance Associates, Inc.
    Peabody, MA
  • 05/2020 → 01/2021
    Unemployed
    North Reading, MA
  • 02/2022 → Present
    Peabody, MA
Other Businesses

1) NEW ENGLAND SCHOONER POSITION: First Line Supervisor NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 02/01/2022 ADDRESS: 3 Centennial Drive, Peabody MA 01960, United States DESCRIPTION: handle the duties as the delegated First Line Supervisor for the group 2) NEW ENGLAND SCHOONER POSITION: Investment Advisor Representative NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/01/2022 ADDRESS: 3 Centennial Drive, Peabody MA 01960, United States DESCRIPTION: comprehensive financial planning and creation as well as oversight of client portfolios 3) JUSTIN BRUZZESE POSITION: Agent NATURE: Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2022 ADDRESS: 3 Centennial Drive, Peabody MA 01960, United States DESCRIPTION: Insurance vehicles may be utilized to ensure a client has the proper protection of their finances. This is determined on a case by case basis.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-21
  • S66 Uniform Combined State Law Examination
    2021-05-21
Other Names
  • Justin Bruzzese

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