Bruce S. Hulme
Professional summary
Bruce Sutherland Hulme is a registered financial advisor currently at BORTOLUSSI WEALTH MANAGEMENT, INC. located in Southborough, Massachusetts.
Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Bruce has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bruce Sutherland Hulme's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 25, 2019 - Present
BORTOLUSSI WEALTH MANAGEMENT, INC.
Office #1: 30 Turnpike Road Suite 3, Southborough, MA 01772September 29, 2006 - February 14, 2019
THE O.N. EQUITY SALES COMPANY
May 29, 2002 - September 29, 2006
OSAIC WEALTH, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/25/2019)
Exams
Current Firm
BORTOLUSSI WEALTH MANAGEMENT, INC.
CRD#: 155780 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 247 |
| AUM (Assets Under Management) | $ 68,574,119 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 11/20/2024 | ||
| 03/04/2024 |
Red Flags
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Company Information
BORTOLUSSI WEALTH MANAGEMENT, INC.
CRD#: 155780Southborough, MA 01772TRUST BUT VERIFY
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