Bruce Douglas Beaty
Investment adviser representative at Ae Wealth Management, LLC
23 yearsExperience
1 stateRegistered in
ChFC®Designation
$49.8BFirm assets
Are you Bruce Douglas Beaty? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
23 years in the industry.
- Ae Wealth Management, LLCJun 2026 to now
- Quail Holding, LLCAug 2025 to now
- R&b Ventures, LLCAug 2024 to now
- Dynamic Planning Network, LLCOct 2023 to now
- Heartland Investment Advisory ServicesJun 2020 to now
- Asset Marketing SystemsAug 2017 to now
- Madison Avenue Securities, LLCJun 2020 to Jun 2026
- Legacy Marketing GroupSep 2003 to Aug 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 2930437
- Firm CRD
- 282580