AdvisorOS Directory
Claim Profile
Unclaimed Profile
BH

Bruce Woodman Hardy

PRI FINANCIAL ADVISORS, INC.·HOLLISTON, Massachusetts
Series 2, Series 26, Series 65Clean record29 years registeredPRI FINANCIAL ADVISORS, INC.
479 WASHINGTON ST., SUITE 4, HOLLISTON, MA 01746-1828CRD# 1713101Firm CRD# 109390

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruce Woodman Hardy · HOLLISTON, MA
Registration
CRD #1713101 · PRI FINANCIAL ADVISORS, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

ASSET STRATEGY ADVISORS, LLC
Aug 2020 – present
PRI FINANCIAL ADVISORS, INC.
Oct 1996 – Oct 2020
HOLLISTON, MA
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 26
Series 65
Registration record
First registered · October 8, 1996
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRI FINANCIAL ADVISORS, INC.
CRD 109390 · SEC 801-66638
AUM
$44M
Regulatory assets under management
Employees
1
240 client accounts
Services offered by PRI FINANCIAL ADVISORS, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PRI FINANCIAL ADVISORS, INC. →
Introduction

Speak with Bruce

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Bruce is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HOLLISTON?

Browse all registered financial advisors in HOLLISTON, Massachusetts or claim this profile if it's yours.

Browse HOLLISTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Bruce Woodman Hardy offer?
Bruce Woodman Hardy specializes in Investment Management, Wealth Management. Contact their office in HOLLISTON, Massachusetts for a consultation.
What are Bruce Woodman Hardy's credentials?
Bruce Woodman Hardy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Woodman Hardy located?
Bruce Woodman Hardy is based in HOLLISTON, Massachusetts, working with PRI FINANCIAL ADVISORS, INC.. Their office serves clients in the HOLLISTON metropolitan area and surrounding communities.
How does Bruce Woodman Hardy charge for services?
Bruce Woodman Hardy's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRI FINANCIAL ADVISORS, INC.?
PRI FINANCIAL ADVISORS, INC. has approximately 1 employees and manages $44M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in HOLLISTON, Massachusetts

Georgia Guyott Bruggeman
MERIDIAN FINANCIAL, LLC·HOLLISTON, MA
William Clark Newell
ATLANTIC CAPITAL MANAGEMENT, INC.·HOLLISTON, MA
CFP
Christopher Jon Tobey
ATLANTIC CAPITAL MANAGEMENT, INC.·HOLLISTON, MA
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile