Andrea Jose Bruno

Employer firm

Aventura Private Wealth, LLC CRD 332630

$375M regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 02/2013 → 10/2023
  Jp Morgan Securities Llc
  North Miami Beach, FL
• 05/2012 → 10/2023
  Jp Morgan Chase Bank
  North Miami Beach, FL
• 10/2023 → 09/2024
  Insigneo Securities Llc
  Miami, FL
• 10/2023 → 09/2024
  Insigneo Advisory Services Llc
  Miami, FL
• 09/2024 → Present
  Aventura Private Wealth, Llc
  Aventura, FL

Previous Registrations

• 2023-10-18 → 2024-09-04
  Insigneo Advisory Services, Llc
  Miami, FL
  Miami, FL
  Aventura, FL
• 2022-03-28 → 2023-10-14
  J.P. Morgan Securities Llc
  North Miami Beach, FL
  Miami Beach, FL
  Aventura, FL
  Aventura, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-02-23

Other Names

• Andrea Bruno