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BL

Bruno S. Leonardo

CAUSEWAY SECURITIES
NEW YORK, NY 10174
Some features on this profile are disabled
CRD#: 7543123
BL
Bruno Salmon LeonardoCAUSEWAY SECURITIES

Professional summary

Bruno Salmon Leonardo, who also goes by Bruno Leonardo Perez, is a registered financial professional currently at CAUSEWAY SECURITIES LLC located in New York, New York.

Bruno is registered as a RR (Registered Representative) and started their career in finance in 2023. Bruno has worked at 3 firms and has passed the Series 63, Series 7TO and SIE exams.

Aliases

Bruno Leonardo Perez

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Bruno Salmon Leonardo'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

June 29, 2026 - Present

CAUSEWAY SECURITIES LLC

Office #1: 405 Lexington Avenue, Room 2613, New York, NY 10174
BD
CRD#: 315829
NEW YORK, NY
Past

July 29, 2025 - June 23, 2026

ORCHARD SECURITIES, LLC

BD
CRD#: 133378
PLEASANT GROVE, UT
Past

March 3, 2023 - July 16, 2025

EMERSON EQUITY LLC

BD
CRD#: 130032
San Jose, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(7/8/2026)
RR
Arizona
(7/8/2026)
RR
California
(6/29/2026)
RR
Colorado
(7/8/2026)
RR
Connecticut
(7/8/2026)
RR
Delaware
(7/8/2026)
RR
District of Columbia
(7/8/2026)
RR
Florida
(7/8/2026)
RR
Georgia
(7/8/2026)
RR
Idaho
(7/8/2026)
RR
Illinois
(7/8/2026)
RR
Iowa
(7/8/2026)
RR
Kansas
(7/8/2026)
RR
Kentucky
(7/8/2026)
RR
Louisiana
(7/8/2026)
RR
Maine
(7/8/2026)
RR
Maryland
(7/8/2026)
RR
Massachusetts
(7/8/2026)
RR
Michigan
(7/8/2026)
RR
Minnesota
(7/8/2026)
RR
Mississippi
(7/8/2026)
RR
Missouri
(7/8/2026)
RR
Montana
(7/8/2026)
RR
Nebraska
(7/8/2026)
RR
Nevada
(7/8/2026)
RR
New Hampshire
(7/8/2026)
RR
New Jersey
(7/8/2026)
RR
New Mexico
(7/8/2026)
RR
New York
(6/29/2026)
RR
North Carolina
(7/8/2026)
RR
North Dakota
(7/8/2026)
RR
Ohio
(7/8/2026)
RR
Oklahoma
(7/8/2026)
RR
Oregon
(7/8/2026)
RR
Pennsylvania
(7/8/2026)
RR
Rhode Island
(7/8/2026)
RR
South Carolina
(7/8/2026)
RR
South Dakota
(7/8/2026)
RR
Tennessee
(7/8/2026)
RR
Texas
(7/8/2026)
RR
Utah
(7/8/2026)
RR
Vermont
(7/8/2026)
RR
Virginia
(7/8/2026)
RR
Washington
(7/8/2026)
RR
West Virginia
(7/8/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 4/28/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/3/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/16/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CS
CAUSEWAY SECURITIES LLC
CAUSEWAY SECURITIES LLC

CRD#: 315829 / SEC#: , 8-70789

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
845 3rd Ave, Floor 6, New York, NY 10022
Mailing Address
845 3rd Ave, Floor 6, New York, NY 10022
Phone number
(224) 370-3769
Established
Florida since 06/25/2021
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (49 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
CAUSEWAY SECURITIES LIMITEDMEMBER
BRUDIE, DONALD THOMAS JRCEO2443236
GRAY, BENJAMIN NMNCCO1946982
ROTHENBERG, SHARI PCFO6590875

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

CAUSEWAY SECURITIES LLC

CRD#: 315829New York, NY 10174

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