AdvisorOS Directory
Claim Profile
BM

Bruce Catron Macrae

HASTINGS EQUITY PARTNERS, LLC·NEEDHAM, Massachusetts
Unclaimed Profile
250 FIRST AVE, NEEDHAM, MA 02494CRD# 6048564Firm CRD# 167499
01

About

Bruce Catron Macrae is a registered financial advisor based in NEEDHAM, Massachusetts, affiliated with HASTINGS EQUITY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
HASTINGS EQUITY PARTNERS, LLC
HASTINGS EQUITY PARTNERS, LLC
AUM
$567M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at HASTINGS EQUITY PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6048564
Firm CRD# 167499
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEEDHAM?

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

Browse NEEDHAM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Bruce Catron Macrae offer?
Bruce Catron Macrae specializes in Retirement Planning. Contact their office in NEEDHAM, Massachusetts for a consultation.
What are Bruce Catron Macrae's credentials?
Bruce Catron Macrae is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Catron Macrae located?
Bruce Catron Macrae is based in NEEDHAM, Massachusetts, working with HASTINGS EQUITY PARTNERS, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.
How does Bruce Catron Macrae charge for services?
Bruce Catron Macrae'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 HASTINGS EQUITY PARTNERS, LLC?
HASTINGS EQUITY PARTNERS, LLC has approximately 13 employees and manages $567M 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 →
Other advisors in NEEDHAM
Jose Alberto Torres — EIF MANAGEMENT, LLCAndrew N Pike — EIF MANAGEMENT, LLCRyan Charles Forness — FORNESS FINANCIAL LLCNorman Anthony Forness — FORNESS FINANCIAL LLCCatherine M Reese — EIF MANAGEMENT, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile