David Bruce Mcnamee
CFP®Professional Summary
David Bruce Mcnamee, CFP®, who also goes by D. Bruce Mcnamee, David Mcnamee, is a registered financial advisor currently at MEASURED WEALTH PRIVATE CLIENT GROUP, LLC located in Sanford, Maine. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. David has worked at 2 firms and has passed the Series 65 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
D. Bruce Mcnamee, David Mcnamee
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Videos & Posts
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Contact Information
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J.P. MORGAN SECURITIES LLC
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Disclosures on record.
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Credentials
Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH
Contact Information
Main Address
14 Sagamore Road, Rye, NH 03870Phone Number
(603) 431-1444# of Employees
14SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,399AUM (Assets Under Management)
$528,341,951Similar 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.
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J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
MEASURED WEALTH | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | MEASURED WEALTH - SOUTH
State Registrations and Notice Filings
(1/2/2018)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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J.P. MORGAN SECURITIES LLC
CRS (Client Relationship Summary) - RIA
Click below to view David Bruce Mcnamee's CRS (Customer Relationship Summary).
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J.P. MORGAN SECURITIES LLC
