Claim Profile
JB

Jeannie Renee Bruce

ARISTA WEALTH MANAGEMENT, LLC·LAS VEGAS, Nevada
Unclaimed Profile
10091 PARK RUN DRIVE, LAS VEGAS, NV 89145CRD# 5973509Firm CRD# 141504
01

About

Jeannie Renee Bruce is a registered financial advisor based in LAS VEGAS, Nevada, affiliated with ARISTA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ARISTA WEALTH MANAGEMENT, LLC
ARISTA WEALTH MANAGEMENT, LLC
AUM
$993M
Regulatory assets under management
Employees
14
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5973509
Firm CRD# 141504
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAS VEGAS?

Browse all registered financial advisors in LAS VEGAS, Nevada or claim this profile if it's yours.

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 Jeannie Renee Bruce offer?
Jeannie Renee Bruce specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAS VEGAS, Nevada for a consultation.
What are Jeannie Renee Bruce's credentials?
Jeannie Renee Bruce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeannie Renee Bruce located?
Jeannie Renee Bruce is based in LAS VEGAS, Nevada, working with ARISTA WEALTH MANAGEMENT, LLC. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.
How does Jeannie Renee Bruce charge for services?
Jeannie Renee Bruce'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 ARISTA WEALTH MANAGEMENT, LLC?
ARISTA WEALTH MANAGEMENT, LLC has approximately 14 employees and manages $993M 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 →
Browse by specialty