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ChFC
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ChFC

Bruce Musselman

Exodus Wealth, LLC
29 Years of Experience
Cocoa, FL
10 Disclosures
View SEC Summary
View SEC Summary

Bruce Musselman is a ChFC-designated registered investment advisor at Exodus Wealth, LLC, based in Cocoa, FL, with 29 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 2,249 clients with $480M in assets under management.

Exodus Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
2,249 clients
Average Client Portfolio
$215K average
Assets Under Management
$483.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $750K1.50%
$750K - $1.0M1.35%
$1M+1.20%

Fees are negotiable.

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

Location

11 Riverside Dr, Suite 206, Cocoa, FL, 32922

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History

Regulatory History (10)
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
February 2013
Settled
Customer Dispute
July 2011
Denied
Customer Dispute
December 2010
Closed-No Action
Customer Dispute
March 2010
Settled
Customer Dispute
May 2009
Settled
Customer Dispute
May 2009
Settled
Customer Dispute
March 2009
Settled
Customer Dispute
November 2008
Settled
Customer Dispute
September 1998
Settled
Criminal
August 1992
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Bruce is the owner/CEO of BLM Enterprises, performing administrative work and dedicating about 10-20% of his time. He is also a Managing Director at Pivotal Financial, providing financial services and IAR services through Prosperity Wealth Management.

Employment History
Current Registrations
Exodus Wealth, LLC
July 2015 - Present · 11 yrs 3 mos
Previous Registrations
Prosperity Wealth Management, INC.
July 2015 - December 2019 · 4 yrs 5 mos
Fortune Financial Services, INC.Broker
July 2015 - December 2017 · 2 yrs 5 mos
Ifs Advisory, LLC
July 2013 - March 2015 · 1 yr 8 mos
Ifs SecuritiesBroker
February 2013 - March 2015 · 2 yrs 1 mo
Newbridge Financial Services Group, INC.
January 2011 - February 2013 · 2 yrs 1 mo
Newbridge Securities CorporationBroker
November 2010 - February 2013 · 2 yrs 3 mos
Brewer Financial Services, LLCBroker
February 2009 - November 2010 · 1 yr 9 mos
Brewer Investment Advisors LLC
February 2009 - November 2010 · 1 yr 9 mos
Ameriprise Financial Services, INC.
January 1997 - February 2009 · 12 yrs 1 mo
Ameriprise Financial Services, INC.Broker
October 1996 - February 2009 · 12 yrs 4 mos
Ids Life Insurance CompanyBroker
October 1996 - July 2006 · 9 yrs 9 mos
State Registrations1 state
FL
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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