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Bruce Forrest

13 Years of Experience
South Nyack, NY
Broker

Bruce Forrest is a registered investment advisor at Aeolian Advisors Corporation, based in South Nyack, NY, with 13 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
One-Time Plan:Up to $100,000
Hourly Rate:$750/hr
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Location

South Nyack, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Bruce is the President, Founder, and Sole Owner of B Hudson Inovations LLC, a pharmaceutical development consulting company, dedicating nearly full-time hours to it. He is also the President, Founder, and Sole Owner of Aeolian Advisors Corporation, a registered investment advisor, spending about 10-20% of his time on it.

Employment History
Current Registrations
Aeolian Advisors Corporation
August 2023 - Present · 2 yrs 9 mos
Young America Capital, LLC
August 2013 - Present · 12 yrs 9 mos
Young America Capital, LLCBroker
August 2013 - Present · 12 yrs 9 mos
Previous Registrations
Ascendiant Capital Markets, LLCBroker
December 2011 - June 2012 · 6 mos
Viewpoint Securities, LLCBroker
October 2011 - December 2011 · 2 mos
State Registrations1 state
NY
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.