Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Spaulding Edwards is a registered investment advisor representative with Freestone Capital Management, LLC, based in Seattle, Washington. Bruce has been in the financial services industry since 1997. Bruce is registered to provide investment advisory services in California and Texas. Bruce holds the Series 31, Series 63, and Series 7 licenses. Bruce has previously been employed at Jefferies LLC, Thomas Weisel Partners LLC, Banc of America Securities LLC, and Dean Witter Reynolds Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
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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CA
11/02/2023 - Present
Freestone Capital Management, LLC (SAN FRANCISCO CA)
CA
08/06/2010 - 03/26/2013
JEFFERIES LLC (SAN FRANCISCO CA)
CA
10/20/1999 - 08/20/2010
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NY
07/17/1998 - 08/19/1999
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
04/21/1997 - 01/22/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 04/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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