Marco Bronzini (CRD# 2210036) is an Investment Advisor Representative working at Arbor Point Advisors in San Ramon, CA and has over 32 years of experience in the finance industry. Marco Bronzini has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | San Ramon, CA | Jun 2024 - Current | < 1 |
Arbor Point Advisors | Lavista, NE | Dec 2016 - Current | 7 |
Omni-prestige Insurance Services, Inc. | San Ramon, CA | Jan 2004 - Current | 20 |
Securities America, Inc. | San Ramon, CA | Dec 2016 - Jun 2024 | 7 |
Foothill Securities, Inc. | Santa Clara, CA | Dec 2016 - Dec 2016 | < 1 |
Foothill Securities, Inc. | San Ramon, CA | Jan 2004 - Dec 2016 | 12 |
Foothill Partners, LLC | Mountain View, CA | Jun 2008 - Nov 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1992 |
- CA
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Total Assets Under Management6,930MILLIONS
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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