AdvisorOS Directory
Claim Profile
RB

Robert William Bruce

EQUABLE INVESTMENT MANAGEMENT, LLC·POUND RIDGE, New York
Unclaimed Profile
34 WESTCHESTER AVE., POUND RIDGE, NY 10576CRD# 33459Firm CRD# 145633
01

About

Robert William Bruce is a registered financial advisor based in POUND RIDGE, New York, affiliated with EQUABLE INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
EQUABLE INVESTMENT MANAGEMENT, LLC
EQUABLE INVESTMENT MANAGEMENT, LLC
AUM
$13M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at EQUABLE INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 33459
Firm CRD# 145633
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in POUND RIDGE?

Browse all registered financial advisors in POUND RIDGE, New York or claim this profile if it's yours.

Browse POUND RIDGE 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 Robert William Bruce offer?
Robert William Bruce specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in POUND RIDGE, New York for a consultation.
What are Robert William Bruce's credentials?
Robert William Bruce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert William Bruce located?
Robert William Bruce is based in POUND RIDGE, New York, working with EQUABLE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the POUND RIDGE metropolitan area and surrounding communities.
How does Robert William Bruce charge for services?
Robert William Bruce's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQUABLE INVESTMENT MANAGEMENT, LLC?
EQUABLE INVESTMENT MANAGEMENT, LLC has approximately 1 employees and manages $13M 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 POUND RIDGE
Anne Bruce Driscoll — EQUABLE INVESTMENT MANAGEMENT, LLCAnthony Schiff — 1230 ADVISORS, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile