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Advisors / Pennsylvania / Oreland
2yrs

Gregory Bruno

Financial advisor at LPL Enterprise

Gregory Bruno has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Oreland, Pennsylvania. After less than a year at Pruco Securities, Gregory joined LPL Enterprise in 2024, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 4 advisors with offices in Oreland, and one of 3 fiduciaries.

Oreland, PA 19075Fiduciary advisor
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At a glance

Experience2 years (since 2024)
How that compares ?2 years in the industry
Office120 Pennsylvania Avenue, Oreland, PA 19075
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state

Services through LPL Enterprise

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

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 66Uniform Combined State Law Examination

Career

  1. Nov 2024 – now
  2. Sep 2024 – Nov 2024
    Pruco Securities, LLC.Previously

Questions to ask Gregory

Tailored to Gregory’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  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. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Gregory

How do I contact Gregory?

Call LPL Enterprise at (704) 733-3300 and ask for Gregory Bruno. Gregory works from the Oreland, PA office.

How long has Gregory been a financial advisor?

Gregory has been in the industry since 2024, about 2 years. 2 years in the industry.

What licenses does Gregory hold?

Series 66. Tap any license on this page to see what it allows.

Is Gregory a fiduciary?

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

How is Gregory paid?

LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gregory 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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