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Brian Joseph Bruneau

President & Chief Compliance Officer - Managing MemberNaples Wealth Planning, LLCCRD 2168870

About Brian Joseph Bruneau

Brian Joseph Bruneau is listed as President & Chief Compliance Officer - Managing Member at Naples Wealth Planning, LLC in Naples, FL. Form ADV reports a beneficial ownership band of Under 5%. Brian Joseph Bruneau is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Naples Wealth Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brian Joseph Bruneau work?

Brian Joseph Bruneau is listed as President & Chief Compliance Officer - Managing Member at Naples Wealth Planning, LLC on SEC Form ADV.

How much of Naples Wealth Planning, LLC does Brian Joseph Bruneau own?

Form ADV reports a beneficial ownership band of Under 5%.

Naples Wealth Planning, LLC

TitlePresident & Chief Compliance Officer - Managing Member
OwnershipUnder 5%
Control personYes
Since2024
View Naples Wealth Planning, LLC →

Naples Wealth Planning, LLC

TitleManaging Member
Ownership50-75%
Control personYes
Since2024
View Naples Wealth Planning, LLC →