Peter Bruno

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

Current Employers

Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2017-03-15
GA	RA	APPROVED	2013-05-13
TX	RA	APPROVED_RES	2011-01-11
NJ	RA	APPROVED	2006-10-06

MD RA
APPROVED

Since 2017-03-15
GA RA
APPROVED

Since 2013-05-13
TX RA
APPROVED_RES

Since 2011-01-11
NJ RA
APPROVED

Since 2006-10-06

Branch Locations

161 Washington Valley Road Suite 205, Warren, NJ 07059 • United States

Brick, NJ • United States

Berkeley Heights, NJ • 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

Organization	City	State	From	To
Wells Fargo Advisors Financial Network Llc	Basking Ridge	NJ	05/2009	Present

05/2009 → Present

Wells Fargo Advisors Financial Network Llc

Basking Ridge, NJ

Previous Registrations

2002-05-08 → 2006-10-12

Citigroup Global Markets Inc.

Florham Park, NJ

Florham Park, NJ

Other Businesses

TRUSTEE U/W OF FATHER, INVESTMENT RELATED, PALM BEACH FL, START 12/2010, 4 HOURS PER MONTH.| TRUSTEE FOR FATHER'S TRUSTS; INV RELATED; BERKELEY HTS, NJ; 15 MIN/MTH NOT DURING SECURITIES HOURS, START 10/6/2006.| BRUNO MARSH & ASSOCIATED INC DBA BRIDGEHAVEN FIDUCIARY PARTNERS, INVT RELATED, WARREN, NJ, 50% OWNERSHIP, START 4/1/2017, 160 HRS PER MNTH, 8 HRS DURING TRADING, FOR FINET PRACTICE.| BRIDGEHAVEN CONSULTANTS INC. DBA BRIDGEHAVEN FINANCIAL ADVISORS, INVT RELATED, WARREN, NJ, 100% OWNERSHIP, START 10/6/2006, 160 HRS PER MONTH, 8 HRS DURING TRADING, FOR FINET PRACTICE.| CRESTVIEW HOA, NOT INV RELATED, BERKELEY HEIGHTS, NJ, PRESIDENT, START 2/1/2021, 1 HOUR PER MONTH, ZERO DURING TRADING, MAINTAINING WATER RETENTION BASIN FOR HOA.;| TRUSTEE FOR FATHER'S TRUST, INV RELATED, MONROE TOWNSHIP, NJ, START: 7/28/2021, 1 HR/MONTH, 1 HR DURING TRADING.| TRUSTEE FOR MOTHER, INV RELATED, MONROE TOWNSHIP, NJ, START: 9/1/2021, 1 HR/MONTH, 1 HR DURING TRADING.;| POWER OF ATTORNEY FOR MOTHER, INV RELATED, MONROE TOWNSHIP, NJ, START: 2/15/2022, 2 HRS/MONTH, 0 HRS DURING TRADING.| BRIDGEHAVEN PROPERTIES LLC; INV RELATED; WARREN, NJ; 100% OWNERSHIP; START DATE 03/28/2025; 3 HOURS PER MONTH; 0 HOUR DURING TRADING

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-03-13
S63	Uniform Securities Agent State Law Examination	1999-04-29

S65 Uniform Investment Adviser Law Examination

2017-03-13
S63 Uniform Securities Agent State Law Examination

1999-04-29

View on SEC IAPD