Elliot M. Bruce

MASON CAPITAL PARTNERS

BOSTON, MA 02110

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CRD#: 6354348

Professional summary

Elliot Maxwell Bruce, who also goes by Elliot Bruce, is a registered financial advisor currently at MASON CAPITAL PARTNERS located in Boston, Massachusetts.

Elliot is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Elliot has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elliot Bruce

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.

Chairman of the board of Fundamentals First Fund, an ETF managed by Mason Capital Partners

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elliot Maxwell Bruce'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

January 30, 2024 - Present

MASON CAPITAL PARTNERS

Office #1: 50 Federal St. 9th Floor, Boston, MA 02110

RIA

CRD#: 107412

BOSTON, MA

Past

December 12, 2016 - April 1, 2017

BALANCED ROCK INVESTMENT ADVISORS

RIA

CRD#: 157424

ROSLINDALE, MA

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".

MASON CAPITAL PARTNERS

ALBERT D MASON INC | MASON CAPITAL PARTNERS

CRD#: 107412 / SEC#: 801-11877

RIA

Registered Investment Advisory firm - (7/29/1976 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

Massachusetts
(1/30/2024)

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: 11/29/2016

Uniform Investment Adviser Law Examination

Current Firm

MASON CAPITAL PARTNERS

ALBERT D MASON INC | MASON CAPITAL PARTNERS

CRD#: 107412 / SEC#: 801-11877

RIA

Registered Investment Advisory firm - (7/29/1976 Approved)

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Contact information

Main Address

50 Federal St. 9th Floor, Boston, MA 02110

Mailing Address

Phone number

(617) 228-5190

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MCP BROCHURE ADV II (3/26/2025)

Regulatory assets under management

Total Number of Accounts	287
AUM (Assets Under Management)	$ 201,988,017

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/05/2024	Cover Page	Report
09/20/2023	Cover Page	Report
01/10/2023	Cover Page	Report

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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Elliot M. Bruce

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elliot Maxwell Bruce's CRS (Customer Relationship Summary).

Certified licenses

Experience

MASON CAPITAL PARTNERS

BALANCED ROCK INVESTMENT ADVISORS

Primary Firm SEC Registration

MASON CAPITAL PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/29/2016

Current Firm

MASON CAPITAL PARTNERS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MASON CAPITAL PARTNERS

TRUST BUT VERIFY

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