Bruce P. Eshbaugh
Professional summary
Bruce Peterson Eshbaugh CFA, who also goes by Bruce Peterson Eshbaugh, is a registered financial advisor currently at SENTINEL ADVISORY CORP located in Fernandina Beach, Florida.
Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Bruce has worked at 4 firms and has passed the Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bruce Peterson Eshbaugh CFA's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 19, 2004 - Present
SENTINEL ADVISORY CORP
Office #1: 1890 S 14th Street Suite 120, Fernandina Beach, FL 32034May 24, 2004 - January 1, 2004
SENTINEL ADVISORY CORP
January 29, 1998 - March 7, 2002
ICON DISTRIBUTORS, INC.
October 7, 1993 - January 31, 1997
FIDELITY DISTRIBUTORS COMPANY LLC
March 18, 1993 - June 25, 1993
KEOGLER, MORGAN & COMPANY, 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
(8/18/2025)
(8/19/2004)
(5/22/2018)
Exams
Current Firm
SENTINEL ADVISORY CORP
CRD#: 108720 / SEC#: 801-63385
Contact information
Regulatory assets under management
| Total Number of Accounts | 124 |
| AUM (Assets Under Management) | $ 44,734,664 |
Red Flags
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