Jeffrey Bruss (CRD# 6570192) is an Investment Advisor Representative working at Legacy Wealth Advisors, LLC in Clinton Township, MI and has over 9 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jeffrey Bruss Sole-proprietor | Clinton Township, MI | Aug 2020 - Current | 3 |
| Legacy Wealth Advisors, LLC | Clinton Township, MI | Oct 2015 - Current | 8 |
| Bruss Realty, LLC | Clinton Township, MI | Oct 2014 - Current | 9 |
| Freestar Financial Credit Union | Clinton Township, MI | Sep 2012 - Current | 11 |
| Stewart And Bruss, Pc | Clinton Township, MI | May 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2014 |
- MI
-
Total Assets Under Management69MILLIONS
-
Total Number of Accounts414ACCOUNTS
-
Average Account Value$166,425
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MI, TX
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