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Robert Bruno

Advisor at Cetera

Updated today

Location

Kinnelon, NJ 07405

Credentials

Series 63, Series 65

Industry experience

28 years

About

Robert Bruno is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2005 and is a partner at Bruno Calotta & Associate LLP, an accounting and tax practice, where he has worked since 1997. Outside of financial advising, he is also a partner in a family-owned office building partnership. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by both firm-sponsored and third-party managed solutions.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

170 Kinnelon, Suite 30 A

Kinnelon, NJ 07405

Most active in

New Jersey

Work history

Cetera

2005 - Present (21 years)

Cetera Financial Specialists LLC

2005 - Present (21 years)

Bruno Calotta & Associate LLP

1997 - Present (29 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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