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Bruce William Shewmaker

THE TOKARZ GROUP ADVISERS LLC·PURCHASE, New York
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287 BOWMAN AVENUE, PURCHASE, NY 10577CRD# 3273485Firm CRD# 141577
01

About

Bruce William Shewmaker is a registered financial advisor based in PURCHASE, New York, affiliated with THE TOKARZ GROUP ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
THE TOKARZ GROUP ADVISERS LLC
THE TOKARZ GROUP ADVISERS LLC
AUM
$34M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at THE TOKARZ GROUP ADVISERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3273485
Firm CRD# 141577
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bruce William Shewmaker offer?
Bruce William Shewmaker specializes in Retirement Planning. Contact their office in PURCHASE, New York for a consultation.
What are Bruce William Shewmaker's credentials?
Bruce William Shewmaker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce William Shewmaker located?
Bruce William Shewmaker is based in PURCHASE, New York, working with THE TOKARZ GROUP ADVISERS LLC. Their office serves clients in the PURCHASE metropolitan area and surrounding communities.
How does Bruce William Shewmaker charge for services?
Bruce William Shewmaker's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE TOKARZ GROUP ADVISERS LLC?
THE TOKARZ GROUP ADVISERS LLC has approximately 4 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PURCHASE
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Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)SYRACUSE (160)BUFFALO (132)
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