Michael P. Bruno
Professional summary
Michael P Bruno, CFP®, who also goes by Michael Paul Bruno, is a registered financial advisor currently at T. ROWE PRICE ADVISORY SERVICES, INC. located in Tampa, Florida and T. ROWE PRICE INVESTMENT SERVICES, INC. located in Owings Mills, Maryland.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Michael has worked at 7 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 24 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael P Bruno's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
March 7, 2019 - Present
T. ROWE PRICE ADVISORY SERVICES, INC.
March 4, 2019 - Present
T. ROWE PRICE INVESTMENT SERVICES, INC.
Office #1: Four Financial Center 4525 Painters Mill Road, Owings Mills, MD 21117September 24, 2015 - January 18, 2019
CETERA INVESTMENT ADVISERS LLC
September 21, 2015 - January 18, 2019
CETERA INVESTMENT SERVICES LLC
October 30, 2012 - September 21, 2015
INVESTMENT CENTERS OF AMERICA, INC.
October 15, 2012 - September 21, 2015
INVESTMENT CENTERS OF AMERICA, INC.
July 28, 2004 - October 5, 2012
T. ROWE PRICE ADVISORY SERVICES, INC.
July 26, 2004 - October 5, 2012
T. ROWE PRICE INVESTMENT SERVICES, INC.
April 23, 2003 - June 4, 2004
RAYMOND JAMES FINANCIAL SERVICES, INC.
July 17, 2000 - October 10, 2002
UBS FINANCIAL SERVICES INC.
July 14, 2000 - October 10, 2002
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
T. ROWE PRICE ADVISORY SERVICES, INC.
CRD#: 108958 / SEC#: 801-58098
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
T. ROWE PRICE ADVISORY SERVICES, INC.
CRD#: 108958 / SEC#: 801-58098
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,014 |
| AUM (Assets Under Management) | $ 3,861,357,894 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
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.
