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Bruce Elder

Centennial Securities Company INC
34 Years of Experience
Grand Rapids, MI
Broker
View SEC Summary
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Bruce Elder is a registered investment advisor at Centennial Securities Company INC, based in Grand Rapids, MI, with 34 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 2,520 clients with $1.3B in assets under management.

Centennial Securities Company INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
2,520 clients
Average Client Portfolio
$530K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1M+1.50%

Standard fee ranges are 0.75%–2.00% for under $500K, 0.50%–1.75% for $500K–$1M, and 0.25%–1.50% for over $1M. Fees are negotiable.

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

Location

3075 Charlevoix Drive Se, Grand Rapids, MI, 49546

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bruce volunteers as a lacrosse coach at East Grand Rapids High School. This activity is not investment-related.

Employment History
Current Registrations
Centennial Securities Company INC
June 2019 - Present · 7 yrs 4 mos
Centennial Securities Company, INC.Broker
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Sanctuary Advisors, LLC
August 2015 - July 2019 · 3 yrs 11 mos
David A. Noyes & Company
January 2010 - August 2015 · 5 yrs 7 mos
David A. Noyes & CompanyBroker
September 2000 - June 2019 · 18 yrs 9 mos
Banc One Securities CorporationBroker
February 1999 - September 2000 · 1 yr 7 mos
First Chicago Nbd Investment Services, INC.Broker
March 1996 - February 1999 · 2 yrs 11 mos
Essex National Securities, INC.Broker
July 1992 - March 1996 · 3 yrs 8 mos
State Registrations1 state
MI
AdvisorBrokerBoth

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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