Troy
Bruce

Royal Alliance Associates, Inc

CRD#3066498
Investment Advisor
in Billings, MT

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About this Advisor

Troy Bruce is a financial advisor working in Billings, Montana with a total of 1 year of relevant experience. Bruce is currently employed by Royal Alliance Associates, Inc. Throughout their career, Bruce has worked at Heartland Financial, First Financial Equity Corporation, Ridgeline Wealth Partners, Lpl Financial LLC and Royal Alliance Associates, Inc. Bruce maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Montana. Royal Alliance Associates, Inc is a company based out of Jersey City, NJ. The company has offices in 1,009 locations and a total of 3,704 people on staff. It has $30 billion in total assets between its 149,233 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 191 charitable organizations. Of its 149,233 customer accounts, just 11% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm offers 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 and educational seminars. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fee types charged by Royal Alliance Associates, Inc likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Office Location

490 North 31 St Street Suite 217
Billings, MT 59101

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

MT Average: $10,121,009,343
Total Number of Employees

3,704

MT Average: 92
Total Number of Accounts

149,233

MT Average: 6,978
Average Account Size

$197,920

MT Average: $1,450,417

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

Troy Bruce Work History

Troy has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Royal Alliance Associates, Inc

2020 - Present (4 years)

Ridgeline Wealth Partners

2018 - 2020 (2 years)

First Financial Equity Corporation

2008 - 2018 (10 years)

Lpl Financial LLC

2007 - 2018 (11 years)

Heartland Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Troy Bruce 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 Royal Alliance Associates, Inc

Grant Hartwell
Torrance, CA
Pegge Barrier
Saint Petersburg, FL
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Nicholas Adams
Southfield, MI
Noah Buehner
Fort Wayne, IN
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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