Unclaimed Profile

Bruce Donald Winans

COMPASS CAPITAL CORPORATION·BRAINTREE, Massachusetts

SIE, Series 7, Series 63, Series 65, Series 79TOClean record22 years registeredCOMPASS CAPITAL CORPORATION

50 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184-8734CRD# 4546308Firm CRD# 112323

Profile Verification

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

Identity

Bruce Donald Winans · BRAINTREE, MA

Registration

CRD #4546308 · COMPASS CAPITAL CORPORATION · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COMPASS CAPITAL CORPORATION

COMPASS CAPITAL CORPORATION

Jun 2004 – Nov 2024

BOCA RATON, FL

PROPHET ADVISORS, LLC

Mar 2004 – Apr 2004

DUXBURY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 79TO

Registration record

First registered · March 11, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMPASS CAPITAL CORPORATION

CRD 112323 · SEC 801-21957

AUM

$591M

Regulatory assets under management

Employees

1,413 client accounts

Services offered by COMPASS CAPITAL CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 COMPASS CAPITAL CORPORATION →

Introduction

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Frequently Asked Questions

What services does Bruce Donald Winans offer?

Bruce Donald Winans specializes in Financial Planning, Investment Management, Wealth Management.

What are Bruce Donald Winans's credentials?

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

Where is Bruce Donald Winans located?

Bruce Donald Winans is based in BRAINTREE, Massachusetts, last registered with COMPASS CAPITAL CORPORATION.

How does Bruce Donald Winans charge for services?

Bruce Donald Winans'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 COMPASS CAPITAL CORPORATION?

COMPASS CAPITAL CORPORATION has approximately 15 employees and manages $591M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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