Bruce Timothy Mcelwee
Professional Summary
Bruce Timothy Mcelwee, who also goes by Bruce T Mcelwee, was a registered financial advisor. Bruce was a previously registered financial professional and started their career in finance 1989 - 2020. Bruce had worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 52TO, Series 99TO, SIE, Series 7, Series 27, Series 24, Series 53 and Series 4 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bruce T Mcelwee
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
GERSTEIN FISHER | PEOPLE'S UNITED ADVISORS, INC. | OLSON MOBECK INVESTMENT ADVISORS | GERSTEIN FISHER ASSET MANAGEMENT
Contact Information
Main Address
1100 North Market Street, Wilmington, DE 19801Phone Number
(646) 971-2505# of Employees
53Regulatory Assets Under Management
Total Number of Accounts
2,076AUM (Assets Under Management)
$845,211,011Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Feb 2024About the Series 52TO examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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