Unclaimed Profile

Steven Morris Bruce

CHARTER CAPITAL MANAGEMENT, LLC·DESTIN, Florida

Series 6524 years registeredCHARTER CAPITAL MANAGEMENT, LLC

495 GRAND BOULEVARD, DESTIN, FL 32550CRD# 4470652Firm CRD# 116847

Profile Verification

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

Identity

Steven Morris Bruce · DESTIN, FL

Registration

CRD #4470652 · CHARTER CAPITAL MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHARTER CAPITAL MANAGEMENT, LLC

CHARTER CAPITAL MANAGEMENT, LLC

Jul 2002 – Nov 2018

FREEPORT, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 16, 2002

Years registered · 24

Disclosure History

2019Regulatory·Final

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

CHARTER CAPITAL MANAGEMENT, LLC

CRD 116847 · SEC 801-62634

AUM

$46M

Regulatory assets under management

Employees

30 client accounts

Services offered by CHARTER CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CHARTER CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Steven Morris Bruce offer?

Steven Morris Bruce specializes in Investment Management, Retirement Planning.

What are Steven Morris Bruce's credentials?

Steven Morris Bruce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Morris Bruce located?

Steven Morris Bruce is based in DESTIN, Florida, last registered with CHARTER CAPITAL MANAGEMENT, LLC.

How does Steven Morris Bruce charge for services?

Steven Morris Bruce's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHARTER CAPITAL MANAGEMENT, LLC?

CHARTER CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $46M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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