Unclaimed Profile

Bruce Markowitz

CLARENDON CAPITAL, LLC·ROCKVILLE, Maryland

Clean recordCLARENDON CAPITAL, LLC

1451 ROCKVILLE PIKE, ROCKVILLE, MD 20852CRD# 7009737Firm CRD# 298698

Profile Verification

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

Identity

Bruce Markowitz · ROCKVILLE, MD

Registration

CRD #7009737 · CLARENDON CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bruce Markowitz is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with CLARENDON CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CLARENDON CAPITAL, LLC

AUM

$213M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLARENDON CAPITAL, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7009737

Firm CRD# 298698

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bruce Markowitz offer?

Bruce Markowitz specializes in Retirement Planning. Contact their office in ROCKVILLE, Maryland for a consultation.

What are Bruce Markowitz's credentials?

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

Where is Bruce Markowitz located?

Bruce Markowitz is based in ROCKVILLE, Maryland, working with CLARENDON CAPITAL, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.

How does Bruce Markowitz charge for services?

Bruce Markowitz'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 CLARENDON CAPITAL, LLC?

CLARENDON CAPITAL, LLC has approximately 11 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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