Bruce T. Brolle

INSIGHT ADVISORS

Newtown, PA 18940

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CRD#: 2171981

Professional summary

Bruce Thomas Brolle, who also goes by Thomas Brolle, Tom Brolle, is a registered financial advisor currently at INSIGHT ADVISORS, LLC located in Newtown, Pennsylvania.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Bruce has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Thomas Brolle | Tom Brolle

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.

1) INSIGHT ADVISORS DBA BROLLE WEALTH MANAGEMENT. INVESTMENT RELATED 10 N STATE ST. NEWTON PA 18940. INVESTMENT SERVICES. PRESIDENT. START 11/14/2016. 130 HOURS/MONTH, 6 HRS DURING TRADING. ADVISING CLIENTS REGARDING SECURITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Thomas Brolle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 22, 2016 - Present

INSIGHT ADVISORS, LLC

Office #1: 10 N State Street, Newtown, PA 18940

RIA

CRD#: 168057

Newtown, PA

Past

November 23, 2016 - December 21, 2017

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

NEWTOWN, PA

Past

June 1, 2009 - November 15, 2016

MORGAN STANLEY

RIA

CRD#: 149777

DOYLESTOWN, PA

Past

June 1, 2009 - November 15, 2016

MORGAN STANLEY

CRD#: 149777

DOYLESTOWN, PA

Past

May 1, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

NEWTOWN, PA

Past

June 22, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEWTOWN, PA

Past

January 1, 2004 - July 2, 2007

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

DOYLESTOWN, PA

Past

January 1, 2004 - July 2, 2007

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

DOYLESTOWN, PA

Past

September 10, 2002 - January 1, 2004

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA

CRD#: 453

DOYLESTOWN, PA

Past

April 21, 1999 - January 1, 2004

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

LOUISVILLE, KY

Past

December 9, 1994 - April 21, 1999

PNC BROKERAGE CORP

CRD#: 34671

PITTSBURGH, PA

Past

September 11, 1992 - June 28, 1995

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

August 28, 1991 - August 21, 1992

HIBBARD BROWN & CO., INC.

CRD#: 18246

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INSIGHT ADVISORS, LLC

CRD#: 168057 / SEC#: 801-78355

RIA

Registered Investment Advisory firm - (8/1/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(11/22/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/18/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/5/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/21/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/6/1993

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/27/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 8/16/1999

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

INSIGHT ADVISORS, LLC

CRD#: 168057 / SEC#: 801-78355

RIA

Registered Investment Advisory firm - (8/1/2013 Approved)

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Contact information

Main Address

10 N. State Street, Newtown, PA 18940

Mailing Address

Phone number

(215) 550-6011

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (10/7/2025)

Regulatory assets under management

Total Number of Accounts	2,427
AUM (Assets Under Management)	$ 712,359,160

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Bruce T. Brolle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Thomas Brolle's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

PNC BROKERAGE CORP

MORGAN STANLEY DW INC.

HIBBARD BROWN & CO., INC.

Primary Firm SEC Registration

INSIGHT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/18/2000

Series 63

Date: 9/5/1991

SIE

Date: 12/21/2017

Series 31

Date: 5/6/1993

Series 7

Date: 8/27/1991

Series 8

Date: 8/16/1999

Current Firm

INSIGHT ADVISORS, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INSIGHT ADVISORS, LLC

TRUST BUT VERIFY

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