Louis M Bruno

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2014 → 01/2026
  Fidelity Brokerage Services Llc
  New York, NY
• 03/2025 → 01/2026
  Fidelity Investments
  Boston, MA
• 01/2026 → Present
  Osaic Wealth, Inc
  Iselin, NJ

Previous Registrations

• 2025-03-31 → 2025-11-28
  Strategic Advisers Llc
  Aberdeen, NJ
  Aberdeen, NJ
  New York, NY
  New York, NY
  Boston, MA
• 2019-04-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-10-12
• S63 Uniform Securities Agent State Law Examination
  2002-08-08

Other Names

• Louis M Bruno
• Louis Michael Bruno
• Louis Michael Bruno