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Bruce Ted Colin

Investment adviser representative at Bruce Colin and Company
38 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$228.5MFirm assets

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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

Experience

38 years in the industry.

  1. Bruce Colin and CompanyAug 1997 to now
  2. Palos Verdes Peninsula Unified School DistrictSep 1988 to Jun 2019

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (CA).

Bruce Colin and Company

Legal name: Colin, Bruce Ted

$228.5MAssets managed
28Clients
1Advisers
6 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
2947936
Firm CRD
118035
Advisor's SEC record (opens in a new tab)
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