Unclaimed
Bruce Stuart Fryer is a financial advisor with over 40 years of experience in the industry. Bruce Fryer is currently registered with Morgan Stanley in West Conshohocken, PA and Beach Haven, NJ. Bruce Fryer is also registered as an investment advisor representative in New Jersey, Pennsylvania and Texas. Prior to joining Morgan Stanley, Bruce Fryer worked with CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC. Bruce Fryer has a strong track record of providing financial advice to individuals, families, and businesses. Bruce Fryer is committed to helping clients reach their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
PA
08/06/2021 - Present
Morgan Stanley (West Conshohocken PA)
PA
02/03/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST CONSHOHOCKEN PA)
NY
09/23/1980 - 02/07/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 10/15/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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