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Bruce Greenwald

Oneseven
27 Years of Experience
Park City, UT
3 DisclosuresSells Insurance
View SEC Summary
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Bruce Greenwald is a registered investment advisor at Oneseven, based in Park City, UT, with 27 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 16,335 clients with $7.7B in assets under management.

Oneseven
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
16,335 clients
Average Client Portfolio
$472K average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual investment advisory fees range from 0.05% to 2.00% based on the size and complexity of the relationship. Fees are negotiable.

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

Location

136 Heber Ave, Suite 203-4, Park City, UT, 84060

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History

Regulatory History (3)
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
January 2017
Settled
Customer Dispute
September 2009
Settled
Customer Dispute
May 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bruce is a board member for the Jewish Federation of Utah and the Peoples Health Clinic, dedicating minimal time to each. He also makes introductions to insurance specialists and is a managing director for Rosehaven Family Office, taking about a quarter of his time.

Employment History
Current Registrations
Oneseven
July 2016 - Present · 10 yrs 3 mos
Previous Registrations
International Assets Advisory, LLCBroker
July 2019 - October 2020 · 1 yr 3 mos
Purshe Kaplan Sterling InvestmentsBroker
July 2016 - July 2019 · 3 yrs
Morgan Stanley
June 2009 - July 2016 · 7 yrs 1 mo
Morgan StanleyBroker
June 2009 - July 2016 · 7 yrs 1 mo
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. IncorporatedBroker
November 2008 - June 2009 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2004 - November 2008 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2004 - November 2008 · 4 yrs
Citigroup Global Markets INC.
December 1999 - November 2004 · 4 yrs 11 mos
Citigroup Global Markets INC.Broker
April 1999 - November 2004 · 5 yrs 7 mos
State Registrations3 states
OHTXUT
Advisor

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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