Matthew Bruce, financial advisor Middleboro MA

Matthew Bruce

CRD Number: 2817030
Current Firm: Cetera Investment Advisers LLC

Matthew Bruce (CRD# 2817030) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Middleboro, MA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Jun 2021 - Current 2
Bruce Capital Management Middleboro, MA May 2015 - Current 8
Sino-american Bridge For Education And Health Cambridge, MA Apr 2011 - Current 13
Voya Financial Advisors Middleboro, MA Sep 2014 - Jun 2021 6
Ing Fiancial Partners Middleboro, MA May 2004 - Sep 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1997
S66 NASAA Uniform Combined State Law Examination Jul 2005
Contact Info for Matthew M. Bruce
Phone Number: 310-257-7880
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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