Bruce
Burgess
Beacon Pointe Advisors, LLC
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About this Advisor
Bruce Burgess is a financial advisor based in Waltham, Massachusetts, working with Beacon Pointe Advisors, LLC. Bruce has previously held positions at Beacon Pointe Insurance Services, Charles Schwab & Co., Inc, Charles Schwab Bank, Q4 Web Systems, Inc, Independent Contractor, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC, Jp Morgan Securities, LLC, Beacon Pointe Advisors, LLC, and Jp Morgan Chase Bank, N.A. Bruce has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Massachusetts. Currently, Bruce is part of Beacon Pointe Advisors, LLC, which operates out of Waltham, Massachusetts. The firm has 26 offices and 500 employees. The firm manages assets totaling $31.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Beacon Pointe Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$31,279,960,486
500
47,098
$664,146
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Bruce Burgess Work History
Beacon Pointe Insurance Services
Beacon Pointe Advisors, LLC
Jp Morgan Securities, LLC
Jp Morgan Chase Bank, N.A
Guardian Life Insurance Co Of America
Park Avenue Securities, LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
Q4 Web Systems, Inc
Independent Contractor
Disclosures
Please visit the SEC profile of Bruce Burgess to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beacon Pointe Advisors, LLC
Scottsdale, AZ
Newport Beach, CA
Charlotte, NC
Winter Park, FL
Waltham, MA
Newport Beach, CA
Newport Beach, CA
Summit, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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