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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 Hotaling is an investment advisor representative with The Colony Group, LLC. Bruce has been in the financial services industry since 1993. Bruce's experience includes working with individuals, families, businesses, and institutions. Bruce is a Chartered Financial Analyst and has passed the Series 63, Series 65, Series 7, and SIE exams. Bruce is registered to provide investment advisory services in Connecticut, Pennsylvania, and Texas. Bruce is also a board member of The Merchant Fund.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
PA
11/07/2024 - Present
THE Colony Group, LLC (Wayne PA)
PA
09/12/2013 - 01/29/2016
PURSHE KAPLAN STERLING INVESTMENTS (WAYNE PA)
PA
01/09/2009 - 11/02/2012
RAYMOND JAMES & ASSOCIATES, INC. (WAYNE PA)
PA
04/02/2007 - 01/13/2009
MORGAN STANLEY & CO. INCORPORATED (WAYNE PA)
PA
09/05/2003 - 04/02/2007
MORGAN STANLEY DW INC. (WAYNE PA)
MD
11/15/1993 - 10/02/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 11/26/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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