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Bruce Steven Kromminga

Westbourne Investment Advisors Inc.

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About Bruce Steven Kromminga

Bruce Steven Kromminga is a registered Investment Advisor Representative with Westbourne Investment Advisors Inc.. Bruce has been in the industry since 1995 and holds both the Series 63 and Series 7 licenses. Bruce has worked at several firms, including Deutsche Bank Securities Inc., DB Alex. Brown LLC, and Alex. Brown & Sons Incorporated. Westbourne Investment Advisors Inc. provides investment advisory services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Bruce Kromminga is currently registered with Westbourne Investment Advisors Inc.. Westbourne Investment Advisors Inc. is an investment advisor registered with the SEC. They have 5 investment adviser representatives and manage $359,090,832 in assets. The firm offers portfolio management services for individuals, with a focus on high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They are located in Annapolis, MD.
Westbourne Investment Advisors Inc.

410 SEVERN AVENUE

ANNAPOLIS, MD 21403

$359.09M

Assets Under Management

2

Total Clients

5

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bruce Kromminga’s Registration & Firm History

MD

01/06/2016 - Present

Westbourne Investment Advisors Inc. (ANNAPOLIS MD)

NY

01/13/2001 - 12/04/2002

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

09/01/1997 - 01/13/2001

DB ALEX. BROWN LLC (BALTIMORE MD)

NA

05/22/1996 - 09/01/1997

ALEX. BROWN & SONS INCORPORATED

NA

01/24/1995 - 04/26/1995

NATIONSSECURITIES

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Licenses & Designations

IA

Issued 03/28/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/23/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bruce Steven Kromminga.
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