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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Stewart is an investment advisor representative currently registered with Fisher Investments. Bruce has been in the financial industry for over 30 years, with previous experience at firms such as Arete Wealth Management LLC and KBS Capital Markets Group. Bruce has passed the Series 63, Series 65, Series 7, and SIE exams and specializes in providing investment advice and portfolio management services for a variety of clients, including individuals, corporations, and pooled investment vehicles. In addition to his work at Fisher Investments, Bruce is the owner of B&T Acquisitions LLC, which he uses for personal investments.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
02/07/2022 - Present
Fisher Investments (PLANO TX)
IL
11/13/2018 - 07/02/2019
ARETE WEALTH MANAGEMENT, LLC (CHICAGO IL)
CA
01/27/2006 - 11/08/2018
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
VA
12/03/2001 - 12/19/2005
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
ME
04/07/2000 - 10/09/2001
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
NC
11/22/1996 - 02/29/2000
EQUITABLE DISTRIBUTORS, INC. (CHARLOTTE NC)
CA
09/15/1994 - 10/11/1996
NICHOLAS-APPLEGATE SECURITIES (A CALIFORNIA LIMITED PARTNERSHIP) (SAN DIEGO CA)
NA
04/18/1990 - 09/12/1994
COLONIAL INVESTMENT SERVICES
NA
11/20/1987 - 11/28/1989
VMS SECURITIES, INC.
NA
06/11/1987 - 10/30/1987
PLANNED INVESTMENTS INC.
NA
08/07/1986 - 03/05/1987
FUNDING CAPITAL INC.
NA
05/22/1986 - 09/06/1986
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
IA
Issued 07/12/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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