Dustin Bruce
Investment adviser representative at Strategic Advisers LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
Are you Dustin Bruce? 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2024 to now
- Morgan Stanley Private Bank, N.AFeb 2023 to Mar 2024
- Morgan StanleyJan 2023 to Mar 2024
- E*trade Capital Management LLCJun 2018 to Mar 2024
- E*trade Securities LLCJun 2018 to Mar 2024
- JP Morgan Securities, LLCMar 2017 to Jun 2018
- Legacy Hd, LLCMar 2016 to Mar 2024
- Bruce Hd Holdings, LLCAug 2014 to Mar 2024
- Bank of America, N.A.Jul 2011 to Mar 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2010 to Mar 2017
- Bruce Hd, LLCAug 2009 to Mar 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 5699766
- Firm CRD
- 104555