Bruce Brolle is a registered investment advisor at Insight Advisors, LLC, based in Newtown, PA, with 34 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 899 clients with $790M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
IM Fee
Planning only
Assets Under Management
$785.6M
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Location
10 N State Street, Newtown, PA, 18940
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Regulatory History (1)
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Customer Dispute
May 2018Settled
Other Business Activities
Bruce is the president of Insight Advisors DBA Brolle Wealth Management, providing investment services. He spends nearly full-time hours advising clients regarding securities.
Employment History
Current Registrations
Insight Advisors, LLC
November 2016 - Present · 9 yrs 5 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2016 - December 2017 · 1 yr 1 mo
Morgan StanleyBroker
June 2009 - November 2016 · 7 yrs 5 mos
Morgan Stanley
June 2009 - November 2016 · 7 yrs 5 mos
Citigroup Global Markets INC.
May 2008 - June 2009 · 1 yr 1 mo
Citigroup Global Markets INC.Broker
June 2007 - June 2009 · 2 yrs
PNC InvestmentsBroker
January 2004 - July 2007 · 3 yrs 6 mos
PNC Investments
January 2004 - July 2007 · 3 yrs 6 mos
Hilliard Lyons Asset Management
September 2002 - January 2004 · 1 yr 4 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
April 1999 - January 2004 · 4 yrs 9 mos
PNC Brokerage CORPBroker
December 1994 - April 1999 · 4 yrs 4 mos
Dean Witter Reynolds INC.Broker
September 1992 - June 1995 · 2 yrs 9 mos
Hibbard Brown & CO., INC.Broker
August 1991 - August 1992 · 1 yr
State Registrations1 state
PA
Advisor
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Exams
No exam information available for this advisor.