Bruce Weston Nollenberger
Professional Summary
Bruce Weston Nollenberger is a registered financial advisor currently at NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC located in Newport Beach, California. Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1976. Bruce has worked at 11 firms and has passed the Series 65, Series 63, SIE, PC, Series 7, Series 24, Series 4 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures on record.
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Years of Experience
50 years in the financial services industry
Current & Past Employments
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Current Firm
BW NOLLENBERGER INVESTMENT MANAGEMENT, INC. | NOLLMAC | NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC | NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS | NOLLENBERGER MCCULLOUGH | NOLLENBERGER INVESTMENT MANAGEMENT LLC
Contact Information
Main Address
220 Newport Center Drive #11-375, Newport Beach, CA 92660Mailing Address
220 Newport Center Drive #11-375, Newport Beach, CA 92660Phone Number
(415) 287-5100# of Employees
4Regulatory Assets Under Management
Total Number of Accounts
72AUM (Assets Under Management)
$81,397,704Similar 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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State Registrations and Notice Filings
(6/12/2026)
(4/27/2026)
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.
PC — AMEX Put and Call Exam
Passed Feb 1979Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Jan 1983Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Bruce Weston Nollenberger's CRS (Customer Relationship Summary).
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