Robert Bruce, financial advisor Wexford PA
93 score

Robert Bruce

CRD Number: 3096866
Current Firm: Commonwealth Financial Network

Robert Bruce (CRD# 3096866) is an Investment Advisor Representative working at Commonwealth Financial Network in Wexford, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Integrity Wealth Consulting, LLC Wexford, PA Apr 2004 - Current 12
Commonwealth Financial Network Waltham, MA Jul 2002 - Current 14
Wpxi-tv Pittsburgh, PA Aug 1996 - Dec 2009 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Robert G. Bruce
Phone Number: 781-736-0700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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