Adam Bruno has been CCO / Owner of Evolution Wealth Management since January 2020, is a control person of the firm and directly owns between 50% and 75% of it. Adam Bruno holds a Bachelor's degree in Theatre from Niagara Falls University, a Bachelor's degree in English Literature from Niagara Falls University and a Master's degree in Secondary Education from Niagara Falls University.
Evolution Wealth Management Inc. is a Fort Myers, FL firm with $172M under management, 294 clients and 4 advisers across 4 offices, as of its March 2026 filing.
Adam Bruno founded Evolution Retirement Services, based in Fort Myers, Florida, in January 2018. He specializes in helping individuals and families with advanced retirement planning and private wealth management. He published the book "They Lied: The Real Cost of Your Retirement" in 2020.
- – present · 6 yearsFort Myers, FL · Adviser representative · Firm CRD 307644
Professional designations
Listed by Evolution Wealth Management
- Certified Financial Fiduciary®
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 January 2020 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7236076
- Firm
- Evolution Wealth Management · CRD 307644
- Role
- CCO / Owner
- Office
- 12487 BRANTLEY COMMONS COURT, Fort Myers, FL 33907
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- evolutionretirementservices.com
Where does Adam Bruno work?
Adam Bruno has been CCO / Owner of Evolution Wealth Management Inc. since January 2020, and is a control person of the firm.
Is Adam Bruno a financial advisor?
Yes. Adam Bruno has a current investment-adviser registration, through Evolution Wealth Management since August 2020.
How many years of experience does Adam Bruno have?
Adam Bruno has 6 years in the financial industry, since August 2020, across 1 adviser firm.
What exams has Adam Bruno passed?
Adam Bruno passed the Series 65 in January 2020.
Where is Adam Bruno based?
Adam Bruno’s registered office is in Fort Myers, FL.
Is Adam Bruno registered with FINRA?
No. Adam Bruno has no current broker registration.
How can I verify Adam Bruno’s record?
Search CRD 7236076 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Bruno’s full registration record.
