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Bruno M. Calisto Miranda

BMCM FINANCE
Glendale, CA
Some features on this profile are disabled
CRD#: 7411451
BC

Professional summary

Bruno Miguel Calisto Miranda, who also goes by Bruno Miranda, is a registered financial advisor currently at BMCM FINANCE located in Glendale, California.

Bruno is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Bruno has worked at 1 firm and has passed the Series 65 and Series 3 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bruno Miranda

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.
In addition to be engaged in investment management services, Bruno Calisto Miranda is an enrolled agent engaged in the tax advice and preparation business, through BMCM Finance at the same address of 1515 Ridgeway Dr, Glendale, California, 91202. Bruno Calisto Miranda is President and owner at BMCM Finance since January 2021 when Bruno started simultaneously focusing on both investment management services and tax services at BMCM Finance. As a tax professional, Bruno Calisto Miranda can provide tax advice to individuals or companies, prepare and submit tax returns, and represent individuals or companies on tax matters with the Internal Revenue Service. Tax services are not an investment-related business, but sometimes these services can cover tax advice in investments. Throughout the year, an equal amount of time is allocated to both investment management services and the tax advice and preparation services, roughly about 100 hours per month to investment management and another 100 hours per month to tax services. For per month estimates, tax services get approximately 10 hours during securities trading hours and the remaining 90 hours outside trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruno Miguel Calisto Miranda's 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

October 7, 2021 - Present

BMCM FINANCE

RIA
CRD#: 314711
Glendale, CA

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
California
(10/7/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/24/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 6/12/2021
National Commodity Futures Examination

Current Firm

BF
BMCM FINANCE
BMCM FINANCE

CRD#: 314711 / SEC#:

California
Registered Investment Advisory firm - (10/7/2021 Approved)
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Contact information

Main Address
Glendale, CA
Mailing Address
Phone number
(626) 297-2109
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 71,565

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.

Company Information

BMCM FINANCE

CRD#: 314711Glendale, CA

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