BB
BB

Bruce Bortniker

27 Years of Experience
Hackensack, NJ
Broker

Bruce Bortniker is a registered investment advisor at Wells Fargo Advisors, based in Hackensack, NJ, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

401 Hackensack Ave, Ste 901, Hackensack, NJ, 07601

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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 has 100% ownership of RCCR Associates LLC, an investment-related business. He spends a few hours per week on this activity.

Employment History
Current Registrations
Wells Fargo Advisors
March 2022 - Present · 4 yrs 6 mos
Wells Fargo Advisors Financial Network, LLC
March 2022 - Present · 4 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2022 - Present · 4 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2021 - March 2022 · 8 mos
Wells Fargo Clearing Services, LLCBroker
March 2011 - March 2022 · 11 yrs
Wells Fargo Advisors, LLC
March 2011 - December 2014 · 3 yrs 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2011 · 1 yr 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2011 · 1 yr 10 mos
Morgan Stanley & CO. Incorporated
April 2008 - June 2009 · 1 yr 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
April 2003 - April 2007 · 4 yrs
Prudential Securities IncorporatedBroker
May 1998 - April 2003 · 4 yrs 11 mos
Quest Capital Strategies, INC.Broker
March 1998 - May 1998 · 2 mos
State Registrations10 states
CACTFLGAMAMDNCNJNYSC
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.