Chief Investment Officer · Twelve Points Wealth Management
Stephen J. Bruno
CRD 1382890 · Named on Form ADV at one SEC-registered adviser
At a glance
Twelve Points Wealth Management, an SEC-registered asset manager based in Concord, MA with $2.2 billion in regulatory assets, lists Stephen J. Bruno on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- Twelve Points Wealth ManagementChief Investment OfficerAsset manager · Concord, MA · $2.2B in regulatory assets
AtlasMembers
Stephen’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Emanuel N. FrangiadakisOwner, Twelve Points Wealth Management
- David M. ClaymanCEO, Wealth Advisor, Chief Compliance Officer, Twelve Points Wealth Management
- Francesca E. FedericoPresident and Wealth Advisor;, Twelve Points Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.