Bruce Cumby
Bruce Cumby is a registered investment advisor at Eagle Strategies LLC, based in Newtown Square, PA, with 42 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
3732 West Chester Pike, Newtown Square, PA, 19073
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2016Other Business ActivitiesSells Insurance
Bruce is appointed with outside insurance carriers as an insurance broker since 2005. He also operates under the DBA name of Cumby, Spencer & Associates Financial Group to sell New York Life products and broker non-registered insurance products since 2013.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.