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 14 years of experience in the finance industry.

Similar Advisors
David Barton, financial advisor Destin FL
David E. Barton
CRD# 1809099
Northwestern Mutual Investment Services,llc
Score
96
Similar Advisors
Michael Bedsole, financial advisor Destin FL
Michael G. Bedsole
CRD# 2630833
Suntrust Investment Services, Inc.
Score
96
Similar Advisors
Virginia Lind, financial advisor Destin FL
Virginia A. Lind
CRD# 1342387
Planmember Securities Corporation
Score
96
Company Name Location Dates Years
Charter Capital Management, LLC Destin, FL Sep 2000 - Current 16
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
  • TX
By the Numbers
  • Total Assets Under Management
    125
    MILLIONS
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $2,612,468
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

FL, LA, TX

Ready to hire a financial advisor? Get competitive proposals from Steven Bruce and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.