BT
BT

Bruce Theuerkauf

23 Years of Experience
New York, NY
1 DisclosureBroker

Bruce Theuerkauf is a registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 23 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

Loading...

Location

767 5th Ave 33rd Fl, [Y2-Rbo], New York, NY, 10153

Get directions

History

Regulatory History (1)
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
March 2025
Denied
Employment History
Current Registrations
Wells Fargo Advisors
March 2016 - Present · 10 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
Credit Suisse Securities (USA) LLC
October 2006 - March 2016 · 9 yrs 5 mos
Credit Suisse Securities (USA) LLCBroker
October 2003 - March 2016 · 12 yrs 5 mos
Credit Suisse Asset Management Securities, INC.Broker
April 2003 - April 2004 · 1 yr
State Registrations26 states
AZCACOCTDCDEFLILINKSLAMAMDMENJNYOHORPASCTNTXUTVAVTWA
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.
More Advisors