Bruce S. Mizer
Professional summary
Bruce Scott Mizer is a registered financial advisor currently at THE JOSEPH GROUP CAPITAL MANAGEMENT located in Columbus, Ohio.
Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Bruce has worked at 5 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bruce Scott Mizer's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 5, 2012 - Present
THE JOSEPH GROUP CAPITAL MANAGEMENT
Office #1: 605 South Front Street Suite 100, Columbus, OH 43215May 13, 2011 - March 27, 2013
THE JOSEPH GROUP CAPITAL MANAGEMENT
July 23, 2001 - April 28, 2011
MIZER FINANCIAL SERVICES, LLC
February 19, 1992 - March 6, 2001
DONAHUE SECURITIES, INC.
June 13, 1986 - July 1, 1987
FORESTERS FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
THE JOSEPH GROUP CAPITAL MANAGEMENT
CRD#: 165311 / SEC#: 801-77130
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/5/2012)
Exams
Current Firm
THE JOSEPH GROUP CAPITAL MANAGEMENT
CRD#: 165311 / SEC#: 801-77130
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 796 |
| AUM (Assets Under Management) | $ 947,008,553 |
Red Flags
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