BS
BS

Bruce David Siegel

31 Years of Experience
2 DisclosuresBroker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
20 advisors
Number of Clients
3,334 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$5.6B

Fee Structure

Financial Planning:Investment management only
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Location

7763 West Glades Road, Boca Raton, FL, 33434

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History

Regulatory History (2)
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Customer Dispute
January 2009
Denied
Customer Dispute
February 2003
Denied
Other Business Activities

Bruce is a partner at JFB Inc LLC, a distributor of wine, champagne, and spirits. He spends minimal time on this activity during business hours.

Employment History
Current Registrations
Ladenburg Thalmann Asset Management INC
October 2004 - Present · 21 yrs 4 mos
Ladenburg Thalmann & CO. INC.
November 2002 - Present · 23 yrs 3 mos
Ladenburg Thalmann & CO. INC.Broker
November 2002 - Present · 23 yrs 3 mos
Previous Registrations
Ladenburg Capital Management INC.Broker
January 1994 - November 2002 · 8 yrs 10 mos
State Registrations33 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.