Bruce
Bandemer

Axa Advisors, LLC

CRD#4042335
Investment Advisor
in Carlsbad, CA

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About this Advisor

Bruce Bandemer is an investment advisor in Carlsbad, California. Currently a registered advisor with Axa Advisors, LLC, they have accumulated an impressive 31 years of work experience in the financial advisory industry. Bandemer holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Bandemer can work with customers in California, Colorado, Florida and Idaho. During their career, Bandemer has held roles at Bruce H. Bandemer, Cpa and Axa Advisors, LLC. Axa Advisors, LLC is based out of Carlsbad, California, and operates out of 844 additional offices in the country. As a firm, Axa Advisors, LLC oversees $17 billion in assets across 55,104 accounts and retains more than 5,930 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 11,123 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 43% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Axa Advisors, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

32 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2720 Jefferson Street
Carlsbad, CA 92008

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Axa Advisors, LLC Brokerage Details

Total Assets Under Management

$17,011,439,927

CA Average: $7,464,549,021
Total Number of Employees

5,930

CA Average: 88
Total Number of Accounts

55,104

CA Average: 3,892
Average Account Size

$308,715

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bruce Bandemer Work History

Bruce has 32 years of experience.

2005 - Present (15 years)

Axa Advisors, LLC

1988 - Present (32 years)

Bruce H. Bandemer, Cpa

Disclosures

Bruce Bandemer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Axa Advisors, LLC

Brendan Lubin
Woodbury, NY
Martin Jawor
Secaucus, NJ
Filipp Zaytsev
New York, NY
Stephen Dunbar
Atlanta, GA
Roy Morris
Tucson, AZ
Pete Koury
Englewood, CO
Ryan Kay
Las Vegas, NV

This content was compiled from the SEC and FINRA.

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