Unclaimed Profile

Kevin Gregory Bruce

BELLATORE FINANCIAL, INC.·SAN JOSE, California

SIE, Series 7, Series 63, Series 65CFP CFA19 years registeredBELLATORE FINANCIAL, INC.

6203 SAN IGNACIO AVENUE, SAN JOSE, CA 95119CRD# 4460048Firm CRD# 143543

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Gregory Bruce · SAN JOSE, CA

Registration

CRD #4460048 · BELLATORE FINANCIAL, INC. · 19 years registered

Brand Profile

Not yet started

Career History

HFG WEALTH MANAGEMENT, LLC

Jun 2026 – present

CWM, LLC

Oct 2025 – present

ALIGN INVESTMENT RESEARCH, LLC

Aug 2024 – Oct 2025

WILLIS, TX

HFG WEALTH MANAGEMENT, LLC

Nov 2023 – Nov 2025

THE WOODLANDS, TX

G. A. REPPLE & COMPANY

Oct 2022 – Feb 2023

Willis, TX

WATERSIDE WEALTH ADVISORS, LLC

Jul 2020 – Dec 2023

CONROE, TX

BELLATORE FINANCIAL, INC.

Jul 2018 – Jan 2019

SAN JOSE, CA

HFG WEALTH MANAGEMENT, LLC

Sep 2017 – Mar 2018

THE WOODLANDS, TX

BOK FINANCIAL ADVISORS

Sep 2014 – May 2015

HOUSTON, TX

MBM ADVISORS, INC.

May 2014 – Jun 2015

HOUSTON, TX

FIRST ALLIED ADVISORY SERVICES, INC.

Jul 2012 – Oct 2012

SAN DIEGO, CA

FIRST ALLIED SECURITIES, INC.

Aug 2011 – Jul 2012

SAN DIEGO, CA

LPL FINANCIAL LLC

Sep 2009 – Jun 2011

SAN DIEGO, CA

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Jul 2008 – Sep 2009

DENVER, CO

U.S. BANCORP INVESTMENTS, INC.

Sep 2006 – Oct 2006

LAKEWOOD, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · September 18, 2006

Years registered · 19

Professional designations · CFP, CFA

Disclosure History

2018Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BELLATORE FINANCIAL, INC.

CRD 143543 · SEC 801-68251

AUM

$513M

Regulatory assets under management

Employees

1,717 client accounts

Services offered by BELLATORE FINANCIAL, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BELLATORE FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Kevin Gregory Bruce offer?

Kevin Gregory Bruce specializes in Investment Management, Wealth Management. Contact their office in SAN JOSE, California for a consultation.

What are Kevin Gregory Bruce's credentials?

Kevin Gregory Bruce holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kevin Gregory Bruce located?

Kevin Gregory Bruce is based in SAN JOSE, California, working with BELLATORE FINANCIAL, INC.. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.

How does Kevin Gregory Bruce charge for services?

Kevin Gregory Bruce's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BELLATORE FINANCIAL, INC.?

BELLATORE FINANCIAL, INC. has approximately 4 employees and manages $513M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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