Joseph Cruzan is a registered investment advisor at Cruzan & Associates LLC, based in Jupiter, FL, with 16 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33 clients with $21M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Jupiter, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gary maintains his real estate broker license, but is not actively practicing as a real estate broker.
Employment History
Current Registrations
Cruzan & Associates LLC
Previous Registrations
Wells Fargo Advisors, LLC
Morgan Stanley Smith Barney LLC
H.D. Vest Advisory Services, INC
State Registrations2 states
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