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Nicholas B

Series 65

Naugatuck, CT

Craft Wealth Services

Nicholas Bruno is a financial advisor with Craft Wealth Services in Tampa, FL, holding a Series 65 designation and one year of experience in the industry. His prior work experience includes roles at Craft Asset Management, T.J. Maxx, Webull LLC, and General Nutrition Center. Craft Wealth Services is a state-registered investment adviser serving individual and high-net-worth clients with portfolio management and standalone financial planning. The firm employs a value-oriented, primarily long-only investment approach that integrates fundamental analysis, technical methods, and tactical asset allocation, offering discretionary management with at least annual reviews.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Social Security optimization Medicare planning College savings (529s, UTMA, etc.)
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