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Bruce Sutherland Hulme

Bortolussi Wealth Management, Inc.

Southborough, MA

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Current Employers
Bortolussi Wealth Management, Inc.

30 Turnpike Road Suite 3, Southborough, MA 01772 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2019-06-25
  • MA RA
    APPROVED_RES
    Since 2019-06-25

Branch Locations

30 Turnpike Road Suite 3, Southborough, MA 01772 • 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
Fitts Insurance Agency, Inc. Framingham MA 11/1980 Present
Ohio National Life Insurance Co Cincinnati OH 04/2006 03/2019
The O.N. Equity Sales Company Cincinnati OH 09/2006 03/2019
Bortolussi Wealth Management, Inc. Upton MA 04/2019 Present
  • 11/1980 → Present
    Fitts Insurance Agency, Inc.
    Framingham, MA
  • 04/2006 → 03/2019
    Ohio National Life Insurance Co
    Cincinnati, OH
  • 09/2006 → 03/2019
    The O.N. Equity Sales Company
    Cincinnati, OH
  • 04/2019 → Present
    Bortolussi Wealth Management, Inc.
    Upton, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-05-28
  • S63 Uniform Securities Agent State Law Examination
    2002-05-28

View on SEC IAPD

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DEMETRA J MOORE

Other Offices

MML INVESTORS SERVICES, LLC · SOUTHBOROUGH, MA
FOCUS PARTNERS WEALTH, LLC · Southborough, MA
CREATIVE PLANNING · Southborough, MA
LIVELIFE CAPITAL PARTNERS LLC · SOUTHBOROUGH, MA
FITTS FINANCIAL · SOUTHBOROUGH, MA
BORTOLUSSI WEALTH MANAGEMENT, INC. · Southborough, MA
FINANCIAL FOUNDATIONS, INC. · SOUTHBOROUGH, MA
COMMONWEALTH FINANCIAL NETWORK · Southborough, MA

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