CB
CB

Christopher Bruce

26 Years of Experience
Coral Gables, FL
Broker

Christopher Bruce is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
October 2023 - Present · 2 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Morgan Stanley
December 2010 - October 2023 · 12 yrs 10 mos
Morgan StanleyBroker
December 2010 - October 2023 · 12 yrs 10 mos
Intervest International, INC.
March 2007 - November 2010 · 3 yrs 8 mos
Intervest International Equities CorporationBroker
March 2007 - November 2010 · 3 yrs 8 mos
Wealth Asset Managers
February 2003 - March 2007 · 4 yrs 1 mo
Nelson Securities,inc.Broker
February 2003 - March 2007 · 4 yrs 1 mo
Salomon Smith Barney INC.Broker
August 2000 - December 2002 · 2 yrs 4 mos
PFS Investments INC.Broker
October 1999 - August 2000 · 10 mos
State Registrations29 states
AZCACOFLGAILLAMAMDMEMINCNHNJNMNYOHOKORPASCSDTNTXUTVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.