Stefano M. Brugnerotto
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Stefano Matteo Brugnerotto II, who also goes by Stefano Matteo Brugnerotto, was a registered financial professional .
Stefano is a previously registered financial professional and started their career in finance in 2022. Stefano had worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 12, 2022 - February 10, 2023
IPLAN
State Registrations and Notice Filings
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Exams
Current Firm
IPLAN
CRD#: 294929 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 109 |
| AUM (Assets Under Management) | $ 33,146,170 |
Red Flags
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