BM
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Bruno Machado

18 Years of Experience
El Segundo, CA
Broker

Bruno Machado is a registered investment advisor at Mackay Shields LLC, based in El Segundo, CA, with 18 years of industry experience. Bruno operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 361 clients with $150B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
361 clients
Average Client Portfolio
$420.1M average
Assets Under Management
$151.6B

Fee Structure

Investment management only (planning not offered)

MacKay Shields' fees are based on a percentage of the value of the assets in the client’s account. The fees generally range from 0.030% to 1.500% annually of assets under management, depending on the strategy and the type of account. Fees are negotiable and may be waived, rebated, or reduced.

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Location

El Segundo, CA

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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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Employment History
Current Registrations
Mackay Shields LLC
March 2017 - Present · 9 yrs 1 mo
Nylife Distributors LLC
February 2011 - Present · 15 yrs 2 mos
Nylife Distributors LLCBroker
February 2011 - Present · 15 yrs 2 mos
Previous Registrations
New York Life Investment Management LLC
May 2011 - March 2017 · 5 yrs 10 mos
Ing Financial Partners, INC
August 2010 - November 2010 · 3 mos
Ing Financial Partners, INC.Broker
July 2010 - November 2010 · 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - July 2010 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
February 2007 - June 2009 · 2 yrs 4 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.