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William Burch Bruno

Investment Adviser Representative at Private Advisor Group, LLC

Reston, VACRD #4585916Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

William Burch Bruno is an investment adviser representative with Private Advisor Group, LLC in Reston, VA, where they have been registered since 2026. They have worked in the securities industry since 2003 and have been registered with 4 firms, including Sandbox Financial Partners, LLC and Equitable Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Maryland and Virginia.

Office

1939 Roland Clarke Place, Suite 400
Reston, VA 20191

Advisors at this office: 15

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Maryland, Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/27/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/3/2003

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Private Advisor Group, LLCCurrent
5/19/2026 – Reston, VA
Sandbox Financial Partners, LLC
7/22/2021 – 5/5/2026Bethesda, MD
Equitable Advisors, LLC
2/17/2006 – 7/21/2021Falls Church, VA
Ameriprise Financial Services, Inc.
1/28/2003 – 1/26/2006Vienna, VA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. AXA Advisors, LLC
    Feb 2006 – Jun 2020New York, NY
  2. Private Advisor Group, LLC
    May 2026 – no end date reportedMorristown, NJ
  3. Equitable Advisors, LLC
    Feb 2006 – Jul 2021New York, NY
  4. Sandbox Financial Partners LLC
    Jul 2021 – Apr 2026Bethesda, MD

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Private Advisor Group, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Estimated blended rate
0.01

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
792
Offices listed on AdvisorFinder:
26
Main office:
Morristown, NJ
SEC file number:
801-72060

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 30, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Burch Bruno has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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William Burch Bruno (Private Advisor Group) | AdvisorFinder