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Thomas Bruno Bruce

Matrix Private Capital Group

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About Thomas Bruno Bruce

Thomas Bruno Bruce is a financial advisor with over 15 years of experience in the industry. Thomas is currently registered with Matrix Private Capital Group and holds licenses in Illinois and Texas. Previously, Thomas was with Morgan Stanley, where he worked for over 10 years. Thomas specializes in providing investment advisory services for individuals, businesses, and pooled investment vehicles.

Firm Information

Thomas Bruce is currently registered with Matrix Private Capital Group. Matrix Private Capital Group is a New York-based investment advisory firm with over $447 million in regulatory assets under management. The firm provides portfolio management services to individuals, corporations, and pooled investment vehicles. They have a team of 3 investment advisor representatives and 7 investment advisory functions. Their client base includes high-net-worth individuals, corporations, pooled investment vehicles, and individuals other than high-net-worth.
Matrix Private Capital Group

400 PARK AVE

NEW YORK, NY 10022

$447.23M

Assets Under Management

Not reported

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Thomas Bruce’s Registration & Firm History

IL

02/25/2020 - Present

Matrix Private Capital Group (CHICAGO IL)

IL

06/01/2009 - 04/30/2019

MORGAN STANLEY (Chicago IL)

IL

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)

IL

01/29/2004 - 04/02/2007

MORGAN STANLEY DW INC. (CHICAGO IL)

IL

02/21/2003 - 01/16/2004

SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)

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Licenses & Designations

IA

Issued 04/29/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/01/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 04/05/2004

Series 7 - General Securities Representative Examination

BC

Issued 02/14/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Bruno Bruce.
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