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Brian Joseph Bruneau

NAPLES WEALTH PLANNING, LLC·NAPLES, Florida
SIE, Series 6, Series 7, Series 26, Series 63Clean recordNAPLES WEALTH PLANNING, LLC
1016 COLLIER CENTER WAY, NAPLES, FL 34110CRD# 2168870Firm CRD# 330316

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Joseph Bruneau · NAPLES, FL
Registration
CRD #2168870 · NAPLES WEALTH PLANNING, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
NAPLES WEALTH PLANNING, LLC
CRD 330316 · SEC 801-129895
AUM
$467M
Regulatory assets under management
Employees
15
1,077 client accounts
Services offered by NAPLES WEALTH PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NAPLES WEALTH PLANNING, LLC →
Introduction

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Frequently Asked Questions

What services does Brian Joseph Bruneau offer?
Brian Joseph Bruneau specializes in Financial Planning, Investment Management. Contact their office in NAPLES, Florida for a consultation.
What are Brian Joseph Bruneau's credentials?
Brian Joseph Bruneau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Joseph Bruneau located?
Brian Joseph Bruneau is based in NAPLES, Florida, working with NAPLES WEALTH PLANNING, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Brian Joseph Bruneau charge for services?
Brian Joseph Bruneau's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAPLES WEALTH PLANNING, LLC?
NAPLES WEALTH PLANNING, LLC has approximately 15 employees and manages $467M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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