Bruce Sutherland Hulme

Employer firm

Bortolussi Wealth Management, Inc. CRD 155780

$86.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 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

• S63 Uniform Securities Agent State Law Examination
  2002-05-28