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Nicholas Lance Bruce

Advisory Services Network

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About Nicholas Lance Bruce

Nicholas Bruce is a financial advisor at Advisory Services Network, a firm located in Atlanta, Georgia. Nicholas has over 13 years of experience in the financial industry. He is a Certified Financial Planner, and holds Series 7TO and Series 66 licenses. Nicholas helps individuals, families and businesses with financial planning and investment management. He is dedicated to helping clients achieve their financial goals. In addition to his work at Advisory Services Network, Nicholas is also a Managing Partner and Attorney at Bruce Estate Law, an Insurance Agent for NLB Insurance, LLC, and serves on the boards of several non-profit organizations.

Firm Information

Nicholas Bruce is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

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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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your 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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Nicholas Bruce’s Registration & Firm History

FL

01/07/2025 - Present

Advisory Services Network (VERO BEACH FL)

FL

08/19/2021 - 03/20/2024

UBS FINANCIAL SERVICES INC. (VERO BEACH FL)

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Licenses & Designations

BOTH

Issued 03/04/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/04/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/04/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Nicholas Lance Bruce. Review regulatory record here.
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