Gregory E Bruno

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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:

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

Current Employers

Employment History

• 07/2011 → 08/2017
  Ubs Financial Services Inc
  Florham Park, NJ
• 08/2017 → Present
  Wells Fargo Clearing Services, Llc
  Summit, NJ

Previous Registrations

• 2011-07-08 → 2017-08-28
  Ubs Financial Services Inc.
  Florham Park, NJ
  Short Hills, NJ
• 2009-06-01 → 2011-07-25
  Morgan Stanley
  Wayne, NJ
  Little Falls, NJ
• 2006-06-09 → 2009-06-01
  Citigroup Global Markets Inc.
  Little Falls, NJ
  Wayne, NJ
• 2001-05-10 → 2006-06-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, NJ
  Wayne, NJ

Other Businesses

POWER OF ATTORNEY FOR UNCLE, INV RELATED, LIVINGSTON, NJ, START: 9/21/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING. EXECUTOR FOR OTHER FAMILY MEMBER; INV RELATED; MADISON,NJ; EXECUTOR; EXECUTOR/CO-EXECUTOR/PERSONAL REPRESENTATIVE; START DATE: 10/26/2025; 20 HRS PER MONTH; 0 HRS DURING TRADING;|

Exams

• S66 Uniform Combined State Law Examination
  1999-07-16