Kate Brunori
Advisor at PCM Encore, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
PCM Encore, LLC
Location
Tampa, FL
Credentials
Series 63, Series 65
Industry experience
8 years
About
Kate Brunori is a financial advisor at PCM Encore, LLC with eight years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Lincoln Financial Distributors and Fisher Investments. PCM Encore provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and private-wealth clients. The firm follows a long-term investment approach based on Modern Portfolio Theory, emphasizing strategic asset allocation, diversification, and tax efficiency, with a preference for passive, low-cost funds alongside selective active management.
Client services
Based on PCM Encore, LLC
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on PCM Encore, LLC
Tax-loss harvesting
Private / alternative investments
Concentrated stock management
Income planning
Wealth management
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.15% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $100,000,000: 0.30% $100,000,001 - $250,000,000: 0.25% Above $250,000,000+: 0.20%
Certain Access Persons offer insurance products under separate commission-based arrangements
Minimum fee: Financial planning and consulting fees range from $1,000 to $5,000 (negotiable) Fee-only: Fixed fees for financial planning and consulting from $1,000 to $5,000 (negotiable)
Location
Tampa, FL
Most active in
Kate B has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Fisher Invesments
2025 - Present (1 year)
Unemployed
2024 - 2025 (1 year)
Lincoln Financial Disstributors
2017 - 2024 (7 years)
Villanova University
2011 - 2017 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Chris S
CFP®
Lithia, FL
Southshore Financial Planning
Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
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Series 65
Tampa, FL
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Series 63, Series 65
Safety Harbor, FL
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Derek I
Series 63, Series 65
Tampa, FL
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John M
Series 65
Tampa, FL
CPA Synced Financial
William J
CFP®, Series 63, Series 66
Tampa, FL
Capital Advisory Group
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