Bruce Haldeman, financial advisor Monroeville PA

Bruce Haldeman

CRD Number: 1011284
Current Firm: Cadaret Grant & Co Inc.

Bruce Haldeman (CRD# 1011284) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Monroeville, PA and has over 42 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cadaret Grant & Co Inc. Monroeville, PA Dec 2003 - Current 20
Bruce R. Haldeman & Associates Monroeville, PA Jun 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1982
Contact Info for Bruce R. Haldeman
Phone Number: 800-288-8601
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    5,843
    MILLIONS
  • Total Number of Accounts
    23,861
    ACCOUNTS
  • Average Account Value
    $244,860
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY

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