linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bruce Wellington Bligh

Seven Post Investment Office LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bruce? Claim Your Profile

About Bruce Wellington Bligh

Bruce Wellington Bligh is an investment advisor representative at Seven Post Investment Office LP. Bruce has been in the industry since 1992 and has Series 3, 7, 63 and 65 licenses. Bruce's experience includes working for Goldman, Sachs & Co. Bruce specializes in providing investment consulting services, financial planning, and educational seminars to individuals, families, and charitable organizations. Bruce has a strong focus on portfolio management and has been actively involved in the investment industry for over 30 years.

Firm Information

Bruce Bligh is currently registered with Seven Post Investment Office LP. Seven Post Investment Office LP is an investment advisory firm located in SAN FRANCISCO, CA. They offer a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and investment consulting services. They manage approximately $7.5 billion in assets for a variety of clients, including high-net-worth individuals, private endowments, and charitable organizations.
Seven Post Investment Office LP

ONE MONTGOMERY STREET

SAN FRANCISCO, CA 94104-4505

$7.49B

Assets Under Management

Not reported

Total Clients

13

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

investment consulting services

Investment consulting services

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bruce Bligh’s Registration & Firm History

CA

01/01/2025 - Present

Seven Post Investment Office LP (SAN FRANCISCO CA)

NY

11/12/1992 - 09/23/2011

GOLDMAN, SACHS & CO. (NEW YORK NY)

Not sure if Bruce Wellington Bligh is right for you?

Licenses & Designations

IA

Issued 12/21/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/27/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/1993

Series 3 - National Commodity Futures Examination

BC

Issued 11/11/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bruce Wellington Bligh.
Not sure if Bruce Wellington Bligh is right for you?