Bruce Smith (CRD# 1515396) is an Investment Advisor Representative working at Grandview Asset Management LLC in Harrisburg, PA and has over 36 years of experience in the finance industry.
CRD# 3244566
Cetera Investment Advisers LLC
CRD# 5813419
Cambridge Investment Research Advisors, Inc.
CRD# 1708686
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grandview Asset Management LLC | Harrisburg, PA | Jun 2018 - Current | 5 |
| F&m Trust | Camp Hill, PA | Dec 2014 - Apr 2018 | 3 |
| Unemployed | Mechanicsburg, PA | Aug 2014 - Dec 2014 | < 1 |
| Pnc Wealth Management | Lancaster, PA | Aug 2007 - Jul 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1987 |
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
- PA
-
Total Assets Under Management264MILLIONS
-
Total Number of Accounts1,263ACCOUNTS
-
Average Account Value$208,743
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, MD, PA, SC, TX
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