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Member and Investment Adviser Representative · ROI Financial

Trevor P. Bruno

CRD 7300888 · Named on Form ADV at one SEC-registered adviser

At a glance

ROI Financial, an SEC-registered wealth manager based in Beaverton, OR with $264 million in regulatory assets, lists Trevor P. Bruno on its Form ADV as Member and Investment Adviser Representative.

Firms and roles

  • ROI FinancialMember and Investment Adviser RepresentativeWealth manager · Beaverton, OR · $264M in regulatory assets

AtlasMembers

Trevor’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.

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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

  • Lance J. JohnsonManaging Member/chief Compliance Officer/chief Executive Officer, ROI Financial

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