Peter Bruno

Employer firm

Flagstar Securities, Inc CRD 104233

$784M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2017 → 12/2018
  Macy's
  Garden City, NY
• 01/2019 → 02/2019
  Pearson Financial
  Garden City, NY
• 05/2019 → 09/2019
  Pearson Financial
  Garden City, NY
• 08/2016 → 05/2020
  Iona College
  New Rochelle, NY
• 07/2020 → 12/2020
  Unemployed
  Floral Park, NY
• 01/2021 → 10/2021
  Equitable, Llc
  New York, NY
• 10/2021 → 12/2022
  Td Ameritrade
  Garden City, NY
• 04/2022 → 12/2022
  Charles Schwab & Co., Inc.
  Garden City, NY
• 12/2022 → 12/2022
  Charles Schwab And Co., Inc.
  Garden City, NY
• 01/2023 → 04/2023
  Signature Securities
  New York, NY
• 04/2023 → 06/2026
  Flagstar Advisors/Flagstar Bank
  New York, NY
• 07/2026 → Present
  Flagstar Securities, Inc/Flagstar Bank, N.A
  New York, NY

Previous Registrations

• 2022-04-12 → 2023-01-27
  Charles Schwab & Co., Inc.
  Garden City, NY
  Garden City, NY
  Bridgewater, NJ
  Garden City, NY
• 2021-11-02 → 2023-01-27
  Td Ameritrade Investment Management, Llc
  Garden City, NY
  Garden City, NY
• 2021-11-02 → 2022-10-14
  Td Ameritrade, Inc.
  Garden City, NY
  Garden City, NY
• 2021-06-29 → 2021-10-13
  Equitable Advisors, Llc
  Melville, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-05-12

Other Names

• Peter James Bruno