Steven Bruce, financial advisor Destin FL
93 score

Steven Bruce

CRD Number: 4470652
Current Firm: Charter Capital Management, LLC

Steven Bruce (CRD# 4470652) is an Investment Advisor Representative working at Charter Capital Management, LLC in Destin, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Charter Capital Management, LLC Destin, FL Sep 2000 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2002
Contact Info for Steven M. Bruce
Phone Number: 850-460-2710
Registered State(s):
  • FL
Current Firm Details
Charter Capital Management, LLC
Firm's CRD Number: 116847
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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