Bruce Robert Morrow

CFP

28 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Sequent Planning, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

74 advisors

Number of Clients

5,102 clients

Average Client Portfolio

$77K average

Assets Under Management

$394.7M

Fee Structure

Minimum Investment:None

Location

Saratoga Springs, NY

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History

Regulatory History (1)

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Employment Separation After Allegations

May 2005

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Other Business ActivitiesSells Insurance

Bruce is involved with Blue Chip Financial Group, focusing on life, health, and insurance, dedicating nearly full-time hours to this endeavor. Additionally, Bruce has been an insurance agent since 2017, offering insurance products and services to clients and prospects.