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Bruce Edward Holdridge

SINCLAIR, TOTTEN & DERINGER, INC.·ROCKPORT, Massachusetts
Series 4, Series 7, Series 24, Series 27, Series 53, Series 63Clean record22 years registeredSINCLAIR, 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. · 22 years registered
Brand Profile
Not yet started
01

Career History

STANDARD PLANNING COMPANY
Mar 2012 – present
STANDARD PLANNING COMPANY
Jan 2004 – Dec 2011
GLOUCESTER, MA
02

Registrations & Exams

FINRA examinations passed
Series 4
Series 7
Series 24
Series 27
Series 53
Series 63
Registration record
First registered · January 21, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SINCLAIR, TOTTEN & DERINGER, INC.
CRD 129507 · SEC 801-68770
AUM
$29M
Regulatory assets under management
Employees
1
230 client accounts
Services offered by SINCLAIR, TOTTEN & DERINGER, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SINCLAIR, TOTTEN & DERINGER, INC. →
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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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