BK
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
18 advisors
Number of Clients
1 client
Average Client Portfolio
$46.1B average
Assets Under Management
$46.1B
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Advisor Information
Office location
500 Chesterfield Parkway, Malvern, PA, 19355
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Bruce owns a rental property in Ocean City, NJ, which is rented during the summer months. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Pacer Advisors, INC.
March 2006 - Present · 19 yrs 10 mos
Pacer Financial, INC.Broker
February 2006 - Present · 19 yrs 11 mos
Previous Registrations
Hartford Equity Sales Company INC.Broker
July 2004 - March 2006 · 1 yr 8 mos
Woodbury Financial Services, INC.Broker
December 2003 - July 2004 · 7 mos
Sei Investments Distribution CO.Broker
May 2000 - January 2002 · 1 yr 8 mos
Vanguard Marketing CorporationBroker
December 1992 - May 1999 · 6 yrs 5 mos
State Registrations19 states
ALAZCTDCDEFLGALAMAMDMSNCNJNYPARISCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.