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Bruce Edward Holdridge

SINCLAIR, TOTTEN & DERINGER, INC.·ROCKPORT, Massachusetts
Clean recordSINCLAIR, TOTTEN & DERINGER, INC.
11 SCHOOL STREET, ROCKPORT, MA 01966CRD# 1050676Firm CRD# 129507

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruce Edward Holdridge · ROCKPORT, MA
Registration
CRD #1050676 · SINCLAIR, TOTTEN & DERINGER, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bruce Edward Holdridge is a registered financial advisor based in ROCKPORT, Massachusetts, affiliated with SINCLAIR, TOTTEN & DERINGER, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SINCLAIR, TOTTEN & DERINGER, INC.
STANDARD PLANNING COMPANY
AUM
$29M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SINCLAIR, TOTTEN & DERINGER, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1050676
Firm CRD# 129507
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bruce Edward Holdridge offer?
Bruce Edward Holdridge specializes in Financial Planning, Investment Management. Contact their office in ROCKPORT, Massachusetts for a consultation.
What are Bruce Edward Holdridge's credentials?
Bruce Edward Holdridge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Edward Holdridge located?
Bruce Edward Holdridge is based in ROCKPORT, Massachusetts, working with SINCLAIR, TOTTEN & DERINGER, INC.. Their office serves clients in the ROCKPORT metropolitan area and surrounding communities.
How does Bruce Edward Holdridge charge for services?
Bruce Edward Holdridge'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 SINCLAIR, TOTTEN & DERINGER, INC.?
SINCLAIR, TOTTEN & DERINGER, INC. has approximately 1 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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