MB
MB

Matthew Bruce

29 Years of Experience
Middleboro, MA
BrokerSells Insurance

Matthew Bruce is a registered investment advisor at Cetera Investment Advisers LLC, based in Middleboro, MA, with 29 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

59 North Main St, Middleboro, MA, 02346

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Matthew is a board member for Sino-American Bridge for Education and Health and Mediation Works, Inc, and founder/director for Rotary Educational Assistance Project (REAP). He is also the Owner/President of Bruce Capital Management and an independent insurance agent, spending nearly full-time hours on each of these roles selling fixed insurance, securities, and investment products.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
July 2005 - June 2021 · 15 yrs 11 mos
Voya Financial Advisors, INC.Broker
May 2004 - June 2021 · 17 yrs 1 mo
American Express Financial Advisors INC.Broker
January 1997 - May 2004 · 7 yrs 4 mos
Ids Life Insurance CompanyBroker
January 1997 - May 2004 · 7 yrs 4 mos
State Registrations17 states
ALAZCAFLMAMEMIMNNCNHNYPARISCTXUTVT
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.