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CFP
BY
CFP

Bruce Yenk

USA Financial Securities LLC
32 Years of Experience
Old Bridge, NJ
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Bruce Yenk is a CFP-designated registered investment advisor at USA Financial Securities LLC, based in Old Bridge, NJ, with 32 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,246 clients with $300M in assets under management.

USA Financial Securities LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
140 advisors
Number of Clients
1,246 clients
Average Client Portfolio
$238K average
Assets Under Management
$296.5M

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.70%

Maximum management fee is 2.7%. Actual fees are negotiated between the client and representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One Jacoma Blvd. #1B, Old Bridge, NJ, 08857

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2018
Closed-No Action
Customer Dispute
November 2013
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bruce is involved with RMJ Custom Benefit Solutions, LLC, a health care/supplement business managed by his spouse, dedicating minimal time. He also sells various insurance products, including disability, long-term care, life insurance, and annuities, dedicating about half of his time.

Employment History
Current Registrations
USA Financial Securities LLC
January 2017 - Present · 9 yrs 9 mos
USA Financial Securities LLC
January 2017 - Present · 9 yrs 9 mos
USA Financial Securities LLCBroker
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
United Planners' Financial Services of America a Limited Partner
April 2014 - December 2016 · 2 yrs 8 mos
United Planners' Financial Services of America a Limited PartnerBroker
March 2014 - December 2016 · 2 yrs 9 mos
Bcg Securities, INC.Broker
February 2007 - March 2014 · 7 yrs 1 mo
MML Investors Services, INC.Broker
March 1996 - February 2007 · 10 yrs 11 mos
G. R. Phelps & CO., INC.Broker
November 1994 - March 1996 · 1 yr 4 mos
Pruco Securities CorporationBroker
September 1983 - May 1984 · 8 mos
State Registrations4 states
FLNJNYPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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Bruce Yenk - Financial Advisor | TrueAdvisor