Patrick J. Bruno

MONETARY MANAGEMENT GROUP

St Louis, MO 63021

Some features on this profile are disabled

CRD#: 1337273

Professional summary

Patrick Joseph Bruno is a registered financial advisor currently at MONETARY MANAGEMENT GROUP INC located in St Louis, Missouri.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Patrick has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Joseph Bruno's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 10, 2006 - Present

MONETARY MANAGEMENT GROUP INC

Office #1: 13537 Barrett Parkway Drive Suite 325, St Louis, MO 63021

RIA

CRD#: 110284

St Louis, MO

Past

December 13, 2019 - January 4, 2021

MOLONEY SECURITIES CO., INC.

CRD#: 38535

MANCHESTER, MO

Past

July 7, 2006 - December 31, 2017

MOLONEY SECURITIES CO., INC.

CRD#: 38535

MANCHESTER, MO

Past

October 26, 1998 - July 13, 2006

J.A. GLYNN INVESTMENTS, LLC.

RIA

CRD#: 22011

SAINT LOUIS, MO

Past

August 20, 1998 - July 13, 2006

J.A. GLYNN INVESTMENTS, LLC.

CRD#: 22011

SAINT LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MONETARY MANAGEMENT GROUP INC

CRD#: 110284 / SEC#: 801-18512

RIA

Registered Investment Advisory firm - (2/1/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(7/10/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/31/1998

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/26/1997

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/19/1998

General Securities Representative Examination

Current Firm

MONETARY MANAGEMENT GROUP INC

CRD#: 110284 / SEC#: 801-18512

RIA

Registered Investment Advisory firm - (2/1/1983 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

13537 Barrett Parkway Drive Suite 325, St Louis, MO 63021

Mailing Address

Phone number

(314) 909-0646

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MMG WRAP BROCHURE V.07.29.25 (7/29/2025)

MMG ADV PART 2A ANNUAL AMENDMENT V.07.29.25 (7/29/2025)

Regulatory assets under management

Total Number of Accounts	296
AUM (Assets Under Management)	$ 492,315,440

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Aaron Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Frontenac, MO

Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

IAR

ST. LOUIS, MO

Michael Etheridge

CORNERSTONE WEALTH MANAGEMENT, LLC

IAR

ST. PETERS, MO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Patrick J. Bruno

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Joseph Bruno's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOLONEY SECURITIES CO., INC.

MOLONEY SECURITIES CO., INC.

J.A. GLYNN INVESTMENTS, LLC.

J.A. GLYNN INVESTMENTS, LLC.

Primary Firm SEC Registration

MONETARY MANAGEMENT GROUP INC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/31/1998

Series 65

Date: 8/26/1997

SIE

Date: 12/31/2017

Series 7

Date: 8/19/1998

Current Firm

MONETARY MANAGEMENT GROUP INC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MONETARY MANAGEMENT GROUP INC

TRUST BUT VERIFY

Similar Advisors