BA
BA

Bruce William Anesi

21 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
4,121 clients
Average Client Portfolio
$303K average
Assets Under Management
$1.2B

Fee Structure

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Location

110 Washington Avenue, 4th Floor, North Haven, CT, 06473

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bruce works as a Registered Investment Advisor at LPL Financial LLC, dedicating full-time hours to providing brokerage services. He also operates under the DBAs Open Road Wealth Services, LLC and Gateway Financial Partners, both related to his LPL business.

Employment History
Current Registrations
Gateway Wealth Partners, LLC
October 2024 - Present · 1 yr 4 mos
LPL Financial LLCBroker
October 2011 - Present · 14 yrs 4 mos
Previous Registrations
Private Advisor Group, LLC
October 2011 - October 2024 · 13 yrs
Securities America, INC.Broker
September 2010 - October 2011 · 1 yr 1 mo
Securities America Advisors, INC.
September 2010 - October 2011 · 1 yr 1 mo
Metlife Securities INC.
February 2005 - September 2010 · 5 yrs 7 mos
Metlife Securities INC.Broker
August 2004 - September 2010 · 6 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
August 2004 - July 2007 · 2 yrs 11 mos
State Registrations10 states
CACTFLMANCNYRITNVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bruce William Anesi - Financial Advisor | TrueAdvisor