Bruce Sutherland, financial advisor Dallas TX

Bruce Sutherland

CRD Number: 2365197
Current Firm: American Elite Advisory

Bruce Sutherland (CRD# 2365197) is an Investment Advisor Representative working at American Elite Advisory in Dallas, TX and has over 30 years of experience in the finance industry. Bruce Sutherland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Texas Elite Advisory, LLC Dallas, TX Sep 2019 - Current 4
Unemployed Dallas, TX Dec 2017 - Aug 2019 1
Mmwkm Advisors, LLC Plano, TX Mar 2011 - Nov 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Bruce L. Sutherland
Phone Number: 972-437-8960
Registered State(s):
  • TX
Current Firm Details
American Elite Advisory
Firm's CRD Number: 212513
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $101,839
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, MO, TN, TX, VA

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