Bruce Todd Yenk

CFP

USA Financial Securities Corporation

31 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & Coaching

USA Financial Securities Corporation

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

132 advisors

Number of Clients

1,750 clients

Average Client Portfolio

$172K average

Assets Under Management

$301.5M

Fee Structure

Minimum Investment:$15K

Financial Planning:Investment management only

Location

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

Get directions

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 Report How 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.