Bruce MiloveCRD Number: 1145479
Current Firm: Access Wealth
Bruce Milove (CRD# 1145479) is an Investment Advisor Representative working at Access Wealth in Roseland, NJ and has over 31 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
High Mountain Financial Coaching LLC
|Purshe Kaplan Sterling Investments||Albany, NY||May 2015 - Current||7|
|Access Wealth Planning LLC||Clifton, NJ||Jul 2001 - Current||21|
|Bam Associates||Edison, NJ||Jan 1985 - Current||37|
|Royal Alliance Associates, Inc.||Clifton, NJ||Dec 1990 - Apr 2015||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1991|
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
Total Assets Under Management408MILLIONS
Total Number of Accounts895ACCOUNTS
Average Account Value$455,765
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, NJ, NY, PA, RI, TX, VA
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