David
Brus

Securities America Advisors, Inc

CRD#2202006
Investment Advisor
in Muskegon, MI

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About this Advisor

David Brus is a financial advisor who works out of Muskegon, Michigan, who has been in the financial industry for 12 years. Brus is an advisor for Securities America Advisors, Inc. During their career, Brus has held roles at Fifth Third Securities, Securities America Advisors and Securities America, Inc. Brus maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to work in Michigan. Securities America Advisors, Inc is an advisory business that has its headquarters in Muskegon, Michigan. The company has offices in 1,271 locations and a total of 1,989 financial advisors. It manages $29 billion in assets under management across its 184,356 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 20 charitable organizations. Of its 184,356 accounts, 15% are held by high-net-worth clients who have greater than $1 million in investable assets. Securities America Advisors, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules typically depend on the type of financial services. However, fee types billed by Securities America Advisors, Inc likely include some combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

Muskegon, MI

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

MI Average: $1,978,216,465
Total Number of Employees

1,989

MI Average: 226
Total Number of Accounts

184,356

MI Average: 7,467
Average Account Size

$157,439

MI Average: $264,928

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

David Brus Work History

David has 12 years of experience.

2019 - Present (2 years)

Securities America Advisors

2019 - Present (2 years)

Securities America, Inc

2008 - 2019 (11 years)

Fifth Third Securities

Disclosures

David Brus has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Jeffrey Mantoani
Carlsbad, CA
Aadil Zaman
New York, NY
Christopher Lawes
Saint Paul, MN
Hillary Kent
Addison, TX
Paul Michaluk
Jericho, NY
Timothy Gish
Scottsdale, AZ
James Cosgriff
Buffalo, NY
David Mann
Fargo, ND

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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