Matthew Bruce is a CFP-designated registered investment advisor, based in Tampa, FL, with 14 years of industry experience.
Location
3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew uses Pointer Financial Group as a DBA for his wealth management practice. He also sells and services fixed insurance products through Bruce Financial LLC (DBA Pointer Financial Group), and owns Queen of Paradise Properties and MOP Properties, which invest in real estate.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Previous Registrations
Sheridan Road Advisors, LLC, a HUB International Company
Independent Financial Partners
LPL Financial LLCBroker
Annex Wealth Management, LLC
H. Beck, INC.Broker
State Registrations5 states
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