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Bruce Carter Frisbie

MSI FINANCIAL SERVICES, INC.·SPRINGFIELD, Massachusetts
SIE, Series 99Clean recordMSI FINANCIAL SERVICES, INC.
1295 STATE STREET, SPRINGFIELD, MA 01111CRD# 4971349Firm CRD# 14251

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruce Carter Frisbie · SPRINGFIELD, MA
Registration
CRD #4971349 · MSI FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 99
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MSI FINANCIAL SERVICES, INC.
CRD 14251 · SEC 801-22306
AUM
$13.8B
Regulatory assets under management
Employees
8,508
105,831 client accounts
Services offered by MSI FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MSI FINANCIAL SERVICES, INC. →
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Frequently Asked Questions

What services does Bruce Carter Frisbie offer?
Bruce Carter Frisbie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPRINGFIELD, Massachusetts for a consultation.
What are Bruce Carter Frisbie's credentials?
Bruce Carter Frisbie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Carter Frisbie located?
Bruce Carter Frisbie is based in SPRINGFIELD, Massachusetts, working with MSI FINANCIAL SERVICES, INC.. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.
How does Bruce Carter Frisbie charge for services?
Bruce Carter Frisbie'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 MSI FINANCIAL SERVICES, INC.?
MSI FINANCIAL SERVICES, INC. has approximately 8508 employees and manages $13.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MSI FINANCIAL SERVICES, INC.

Andre Theodore Carrier
NEW YORK, NY
John Gregory Martinez
SPRINGFIELD, MA
Myles Joseph Lambert
NEW YORK, NY
Marc Allan Cohn
SPRINGFIELD, MA
Tina Marie Honkus
NEW YORK, NY
Sean Andrew Murphy
NEW YORK, NY

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Nearby cities in Massachusetts
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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