BS
BS
Bruce Sallah
45 Years of Experience
Boca Raton, FL
1 DisclosureBroker
Bruce Sallah is a registered investment advisor at Raymond James & Associates, INC., based in Boca Raton, FL, with 45 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
1 Town Center Road, 10th Floor, Boca Raton, FL, 33486
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2001Settled
Other Business Activities
Bruce is involved in rental real estate through GSPM LLC and Holly Apts LLC since 2021. He dedicates minimal time to these investment-related activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2021 - Present · 5 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
August 2019 - February 2021 · 1 yr 6 mos
Summit Financial Group INC
February 2003 - February 2021 · 18 yrs
Summit Brokerage Services, INC.Broker
February 2003 - September 2019 · 16 yrs 7 mos
Wachovia Securities Financial Network, INC.
January 2001 - February 2003 · 2 yrs 1 mo
Wachovia Securities Financial Network, INC.Broker
January 2001 - February 2003 · 2 yrs 1 mo
Jwgenesis Securities, INC.Broker
January 1994 - January 2001 · 7 yrs
Jw Charles Securities, INC.Broker
January 1981 - January 1994 · 13 yrs
State Registrations28 states
AZCACOCTFLGAILINKSMAMDMEMIMNNCNHNJNVNYOHORPARISCTXVAVTWY
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.