Bruce Gentilella
Bruce Gentilella is a registered investment advisor at Calton & Associates, INC., based in Oakland, FL, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
301 N Tubb Street, Oakland, FL, 34760
Get directionsHistory
Regulatory History (1)
Criminal
November 2002Other Business ActivitiesSells Insurance
Bruce owns East Coast Financial of Central FL, where he works full-time providing retirement planning and insurance services. He also serves as Vice President/Officer for the Windermere Chase Home Owners Association, dedicating minimal time to community meetings.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
The Advisors Group, INC.
The Advisors Group, INC.Broker
Pruco Securities CorporationBroker
State Registrations10 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.