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Bruce Albert Zwigard

INVESTACORP ADVISORY SERVICES INC·MIAMI, Florida
SIE, Series 4, Series 7, Series 7TO, Series 24, Series 27, Series 53, Series 63, Series 79TO, Series 99TOClean recordINVESTACORP ADVISORY SERVICES INC
4400 BISCAYNE BLVD, MIAMI, FL 33137CRD# 871944Firm CRD# 109011

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruce Albert Zwigard · MIAMI, FL
Registration
CRD #871944 · INVESTACORP ADVISORY SERVICES INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 7TO
Series 24
Series 27
Series 53
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
INVESTACORP ADVISORY SERVICES INC
CRD 109011 · SEC 801-57738
AUM
$2.2B
Regulatory assets under management
Employees
260
9,856 client accounts
Services offered by INVESTACORP ADVISORY SERVICES INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INVESTACORP ADVISORY SERVICES INC →
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04

Frequently Asked Questions

What services does Bruce Albert Zwigard offer?
Bruce Albert Zwigard specializes in Financial Planning, Investment Management. Contact their office in MIAMI, Florida for a consultation.
What are Bruce Albert Zwigard's credentials?
Bruce Albert Zwigard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Albert Zwigard located?
Bruce Albert Zwigard is based in MIAMI, Florida, working with INVESTACORP ADVISORY SERVICES INC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Bruce Albert Zwigard charge for services?
Bruce Albert Zwigard's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage rate fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTACORP ADVISORY SERVICES INC?
INVESTACORP ADVISORY SERVICES INC has approximately 260 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INVESTACORP ADVISORY SERVICES INC

Michel Tsaparlis
MIAMI, FL
Patrick Christopher Farrell
MIAMI, FL
PFS

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