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Bruce Charles Ritter

RITTER BRUCE CHARLES·SAN RAFAEL, California
Series 7, Series 65Clean record2 years registeredRITTER BRUCE CHARLES
25 MITCHELL BLVD, STE 1, SAN RAFAEL, CA 94903-2013CRD# 1706528Firm CRD# 107474

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruce Charles Ritter · SAN RAFAEL, CA
Registration
CRD #1706528 · RITTER BRUCE CHARLES · 2 years registered
Brand Profile
Not yet started
01

Career History

RITTER WEALTH COUNSEL
Dec 2023 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · December 7, 2023
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RITTER BRUCE CHARLES
CRD 107474 · SEC 801-36921
AUM
$68M
Regulatory assets under management
Employees
1
30 client accounts
Services offered by RITTER BRUCE CHARLES
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RITTER BRUCE CHARLES →
Introduction

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05

Frequently Asked Questions

What services does Bruce Charles Ritter offer?
Bruce Charles Ritter specializes in Financial Planning, Investment Management. Contact their office in SAN RAFAEL, California for a consultation.
What are Bruce Charles Ritter's credentials?
Bruce Charles Ritter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Charles Ritter located?
Bruce Charles Ritter is based in SAN RAFAEL, California, working with RITTER BRUCE CHARLES. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.
How does Bruce Charles Ritter charge for services?
Bruce Charles Ritter'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 RITTER BRUCE CHARLES?
RITTER BRUCE CHARLES has approximately 1 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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