TrueAdvisor
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TB
TB

Thomas Bruno Bruce

Matrix Private Capital Group
22 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Matrix Private Capital Group
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
202 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$494.9M

Fee Structure

Financial Planning:Investment management only

Location

500 West Madison Street, Suite 1000, Chicago, IL, 60661

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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
Matrix Private Capital Group
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
Morgan Stanley
June 2009 - April 2019 · 9 yrs 10 mos
Morgan StanleyBroker
June 2009 - April 2019 · 9 yrs 10 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2004 - April 2007 · 3 yrs
Morgan Stanley Dw INC.Broker
January 2004 - April 2007 · 3 yrs 3 mos
Scudder Distributors, INC.Broker
February 2003 - January 2004 · 11 mos
State Registrations2 states
ILTX
Advisor
Exams
No exam information available for this advisor.