Phil Brucato, CFP®
Wealth Advisor at R.W. Rogé & Company- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
New York City Metropolitan Area
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
Certified Financial Planner (CFP)
CFP BoardDec, 2021- Nov, 2024
Experience
-
R.W. Rogé & Company
-
United States
-
Financial Services
-
1 - 100 Employee
-
Wealth Advisor
-
Aug 2017 - Present
-
-
-
Bank of America
-
United States
-
Banking
-
700 & Above Employee
-
Relationship Manager
-
Nov 2015 - Jul 2017
-
-
-
Diamond Wireless
-
Suffolk, NY
-
Market Manager
-
Aug 2013 - Nov 2015
-
-
-
Verizon
-
United States
-
IT Services and IT Consulting
-
700 & Above Employee
-
Solutions Manager
-
Dec 2010 - Jul 2013
-
-
-
Merrill Lynch
-
United States
-
Financial Services
-
700 & Above Employee
-
Compliance Specialist
-
Jan 2008 - Dec 2010
-
-
-
-
Client Service Specialist
-
Jul 2007 - Sep 2007
-
-
-
-
Client Service Specialist
-
Apr 2004 - Jun 2007
-
-
Education
-
1999 - 2002
Christopher Newport University
Bachelor of Science, Business Management
Community
You need to have a working account to view this content.
Click here to join now
