William B. Bruno

SANDBOX FINANCIAL PARTNERS

Bethesda, MD 20817

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CRD#: 4585916

Professional summary

William Burch Bruno is a registered financial advisor currently at SANDBOX FINANCIAL PARTNERS, LLC located in Bethesda, Maryland.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. William has worked at 4 firms and has passed the Series 66, 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.

Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Burch 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 22, 2021 - Present

SANDBOX FINANCIAL PARTNERS, LLC

Office #1: 6903 Rockledge Drive Suite 300, Bethesda, MD 20817

RIA

CRD#: 297858

Bethesda, MD

Past

February 17, 2006 - July 21, 2021

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

FALLS CHURCH, VA

Past

February 6, 2006 - July 21, 2021

EQUITABLE ADVISORS, LLC

CRD#: 6627

FALLS CHURCH, VA

Past

January 28, 2003 - January 26, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

VIENNA, VA

Past

January 9, 2003 - January 26, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 9, 2003 - January 26, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

SANDBOX FINANCIAL PARTNERS, LLC

SANDBOX FINANCIAL PARTNERS LLC | SANDBOX, LLC | SANDBOX FINANCIAL PARTNERS, LLC

CRD#: 297858 / SEC#: 801-113779

RIA

Registered Investment Advisory firm - (8/13/2018 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

Maryland
(7/22/2021)

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

IAR

Series 66

Date: 1/27/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/3/2003

General Securities Representative Examination

Current Firm

SANDBOX FINANCIAL PARTNERS, LLC

SANDBOX FINANCIAL PARTNERS LLC | SANDBOX, LLC | SANDBOX FINANCIAL PARTNERS, LLC

CRD#: 297858 / SEC#: 801-113779

RIA

Registered Investment Advisory firm - (8/13/2018 Approved)

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Contact information

Main Address

6903 Rockledge Drive Suite 300, Bethesda, MD 20817

Mailing Address

Phone number

(301) 214-4190

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SANDBOX DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (11/6/2025)

Regulatory assets under management

Total Number of Accounts	1,444
AUM (Assets Under Management)	$ 575,171,012

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.

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Advisor Monitoring

Firm Stability Insights

William B. Bruno

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Burch Bruno's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

SANDBOX FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/27/2003

SIE

Date: 10/1/2018

Series 7

Date: 1/3/2003

Current Firm

SANDBOX FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SANDBOX FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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