Suntrust Advisory Services, Inc
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About this Advisor
Bruce Spencer is a certified financial planner whose office is in Charlotte, North Carolina. Currently a registered advisor at Suntrust Advisory Services, Inc, Spencer has 12 years of professional experience in the financial advisory industry. Spencer maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Spencer is able to advise investors based out of North Carolina. Throughout their career, Spencer has worked at Suntrust Investment Services, Inc, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa and Suntrust Advisory Services. Suntrust Advisory Services, Inc is headquartered in Charlotte, North Carolina, and has 1,572 additional brick-and-mortar locations in the country. Overall, Suntrust Advisory Services, Inc oversees $19 billion in assets dispersed across 41,105 client accounts and employs more than 1,539 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the country. The firm manages 31,892 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Suntrust Advisory Services, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. The firm may charge clients asset-based and hourly fees.
Certifications and Registrations
Years of Experience
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Suntrust Advisory Services, Inc Brokerage Details
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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
- Selection of other advisers
- Publication of periodicals or newsletters
Bruce Spencer Work History
Bruce has 12 years of experience.
Suntrust Advisory Services
Suntrust Investment Services, Inc
Tiaa-Cref Individual & Institutional Services, LLC
Bruce Spencer has no disclosures.
Please visit their SEC profile for more details.