Stefano Matteo Brugnerotto Ii
Professional Summary
Stefano Matteo Brugnerotto II, who also goes by Stefano Matteo Brugnerotto, was a registered financial advisor. Stefano was a previously registered financial professional and started their career in finance 2022 - 2023. Stefano had worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Stefano Matteo Brugnerotto
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
IPLAN | IPLAN, LLC
Contact Information
Main Address
2514 Partridge Dr., Winter Haven, FL 33884Phone Number
(202) 600-9605# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
133AUM (Assets Under Management)
$30,855,834Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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