BB
Bruce J. Bryce
THEPARTNERS WEALTH MANAGEMENT
Thatcher, AZ 85552
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CRD#: 4811639
BB
Professional summary
Bruce J Bryce, who also goes by Bruce Bryce, is a registered financial advisor currently at THEPARTNERS WEALTH MANAGEMENT located in Thatcher, Arizona.
Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Bruce has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bruce Bryce
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.
ASH CREEK FINANCIAL ADVISORS, LLC - FINANCIAL SERVICES - NON-INVESTMENT RELATED - USED FOR ASSIGNMENT OF COMMISSIONS FOR LIFE INSURANCE & FIXED ANNUITIES - 602 S ITH AVE, SAFFORD, AZ BRYCE WEALTH MANAGEMENT, LLC - NOT INVESTMENT RELATED - 602 S 8TH AVE, SAFFORD, AZ; SELF EMPLOYED INSURANCE AGENT/CONSULTING TECHNOLOGY BUSINESSES ON NON-INVESTMENT ADVICE - INDEPENDENT CONTRACTOR - 8/8/2022 - 1HOUR - 0HOURS - CONSULTING TECHNOLOGY COMPANIES ON HOW TO GAIN MARKET SHARE.
CRS (Client Relationship Summary) - RIA
Click below to view Bruce J Bryce's 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®
NoneExperience
Current
September 18, 2024 - Present
THEPARTNERS WEALTH MANAGEMENT
Office #1: 326 S. Reay Ln. Suite 100, Thatcher, AZ 85552RIA
CRD#: 314816
Thatcher, AZ
Past
September 6, 2019 - October 21, 2024
SCF INVESTMENT ADVISORS, INC.
RIA
CRD#: 123608
SAFFORD, AZ
Past
January 10, 2014 - October 1, 2019
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RIA
CRD#: 158292
SAFFORD, AZ
Past
January 2, 2014 - April 30, 2015
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
SAFFORD, AZ
Past
June 11, 2013 - December 31, 2013
THE STRATEGIC FINANCIAL ALLIANCE, INC.
RIA
CRD#: 126514
SAFFORD, AZ
Past
May 31, 2013 - December 31, 2013
THE STRATEGIC FINANCIAL ALLIANCE, INC.
BD
CRD#: 126514
SAFFORD, AZ
Past
January 6, 2012 - May 30, 2013
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
SAFFORD, AZ
Past
January 6, 2012 - May 30, 2013
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
SAFFORD, AZ
Past
November 16, 2009 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
SAFFORD, AZ
Past
February 7, 2005 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
SAFFORD, AZ
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".
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS
CRD#: 314816 / SEC#: 801-122637
RIA
Registered Investment Advisory firm - (11/8/2021 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
Arizona(9/18/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS
CRD#: 314816 / SEC#: 801-122637
RIA
Registered Investment Advisory firm - (11/8/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921
Mailing Address
26 Miramonte Rd, Carmel Valley, CA 93924
Phone number
(800) 324-3010
Established
Firm type
Fiscal year end
# of Employees
35
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,304 |
| AUM (Assets Under Management) | $ 454,537,144 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THEPARTNERS WEALTH MANAGEMENT
CRD#: 314816Thatcher, AZ 85552TRUST BUT VERIFY
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