Bruce De PalmaCRD Number: 5503026
Current Firm: J.p. Morgan Securities LLC
Bruce De Palma (CRD# 5503026) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in East Meadow, NY and has over 8 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|J.p. Morgan Securities LLC||East Meadow, NY||Oct 2012 - Current||4|
|Chase Investment Services Corp||Massapequa, NY||Jun 2010 - Oct 2012||2|
|Bank Of America, Na||Garden City, NY||Dec 2009 - Jun 2010||< 1|
|Merrill Lynch||Garden City, NY||Mar 2008 - Dec 2009||1|
|Scholastic||New York, NY||Jan 2006 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV