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Bruce T
Series 65
Hilton Head Island, SC
Traina Investment Advisory
Bruce Traina is the principal of Traina Investment Advisory and holds a Series 65 license. He has over a decade of experience that includes roles at the DC Office of Tax and Revenue Criminal Investigation Division and the Saudi Arabian Oil Company’s Special Audits Division. In addition to his advisory work, he operates a separate tax services business. Traina Investment Advisory is a state-registered investment manager serving individual and high-net-worth clients with non-discretionary portfolio management and financial planning. The firm emphasizes diversification, low costs, and long-term investing, using a mix of fundamental, technical, and cyclical analysis to construct portfolios primarily composed of ETFs, mutual funds, equities, and fixed income.
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