Bruce Thomas Brolle
Investment adviser representative at Insight Advisors, LLC
19 yearsExperience
1 stateRegistered in
$785.7MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Insight Advisors, LLCNov 2016 to now
- Purshe Kaplan Sterling InvestmentsNov 2016 to Dec 2017
- Morgan Stanley Private Bank, National AssociationJan 2015 to Nov 2016
- Morgan Stanley Smith BarneyJun 2009 to Nov 2016
- Citigroup Global Markets Inc.Jun 2007 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (PA).
Insight Advisors, LLC
$785.7MAssets managed
899Clients
12Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2171981
- Firm CRD
- 168057