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COO, Director · Pathway Partners Wealth Advisors, LLC

John A. Bruno Jr.

CRD 7713512 · Named on Form ADV at one SEC-registered adviser

At a glance

Pathway Partners Wealth Advisors, LLC, an SEC-registered wealth manager based in Amherst, NY with $79 million in regulatory assets, lists John A. Bruno Jr. on its Form ADV as COO, Director.

Firms and roles

AtlasMembers

John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Colin J. HealyPresident and Chief Executive Officer, Pathway Partners Wealth Advisors, LLC
  • Raymond B. JosephDirector, Pathway Partners Wealth Advisors, LLC
  • Gregg D JensenChief Compliance Officer, Pathway Partners Wealth Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.