Robert Leombruno Jr

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RECOMMEND WRAP ACCOUNTS TO CLIENTS

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

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

Current Employers

Employment History

• 10/2005 → 12/2017
  Max Property Development
  Pittsford, NY
• 07/2016 → 12/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 12/2017
  Mml Investors Services, Llc
  Rochester, NY
• 12/2017 → Present
  Valic Financial Advisors, Inc.
  Nashua, NH
• 12/2022 → Present
  Agia
  Houston, TX

Other Businesses

ROBERT LEOMBRUNO POSITION: Owner NATURE: I receive trails from sales from two Insurance companies. The sales were placed prior to my joining AIG. I receive trails on life insurance contracts from my former company Mass Mutual. I also receive trails on a long term care insurance Policy from Genworth also sold while I was with my former company. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 84 Park Ave, Rochester NY 14607, United States DESCRIPTION: I haveno duties with this activity. MAX PROPERTY DEVELOPMENT POSITION: Owner NATURE: My home is a Three unit house. I lease out 2 apartments and live in the third. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: 84 Park Ave, Rochester NY 14607, United States DESCRIPTION: Manage the 2 apartments. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-19
• S63 Uniform Securities Agent State Law Examination
  2008-10-30

Other Names

• Robert Leombruno