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Advisors / New York / Thornwood
28yrs

Anna Bruno

Financial advisor at Equitable Advisors

Anna Bruno has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Thornwood, New York. Anna joined Equitable Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 6 advisors with offices in Thornwood, and one of 6 fiduciaries.

Thornwood, NYTop advisor by experience in ThornwoodFiduciary advisor

At a glance

Experience28 years (since 1999)
How that compares ?Top advisor by experience in Thornwood
OfficeThornwood, NY
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state

Services through Equitable Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2021 – now

Questions to ask Anna

Tailored to Anna’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Anna

How do I contact Anna?

Call Equitable Advisors at (212) 314-4600 and ask for Anna Bruno. Anna works from the Thornwood, NY office.

How long has Anna been a financial advisor?

Anna has been in the industry since 1999, about 28 years. Top advisor by experience in Thornwood.

What licenses does Anna hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Anna a fiduciary?

Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Anna paid?

Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Anna for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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