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Brian Joseph Bruneau

NAPLES WEALTH PLANNING, LLC·NAPLES, Florida
Series 26, Series 6, Series 7, 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
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Joseph Bruneau is a registered financial advisor based in NAPLES, Florida, affiliated with NAPLES WEALTH PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NAPLES WEALTH PLANNING, LLC
NAPLES WEALTH PLANNING
AUM
$467M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at NAPLES WEALTH PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2168870
Firm CRD# 330316
View on FINRA BrokerCheck →

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05

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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NAPLES, FL

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