Bruce Fleet, financial advisor Boulder CO

Bruce Fleet

CRD Number: 1529233
Current Firm: Fleet Capital Management, LLC

Bruce Fleet (CRD# 1529233) is an Investment Advisor Representative working at Fleet Capital Management, LLC in Boulder, CO and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Fleet Capital Management Boulder, CO Jan 2006 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1986
S65 NASAA Investment Advisors Law Examination Oct 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bruce L. Fleet
Phone Number: 360-389-6407
Registered State(s):
  • CO
  • WA
Current Firm Details
Fleet Capital Management, LLC
Firm's CRD Number: 138836
By the Numbers
  • Total Assets Under Management
    18
    MILLIONS
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $262,687
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, WA

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