AdvisorOS Directory
Claim Profile
Unclaimed Profile
JB

James Robert Bruce

NOTTINGHAM ADVISORS INC.·WILLIAMSVILLE, New York
SIE, Series 7, Series 63, Series 65Clean recordNOTTINGHAM ADVISORS INC.
500 ESSJAY RD., STE 220, WILLIAMSVILLE, NY 14221CRD# 2643073Firm CRD# 104928

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Robert Bruce · WILLIAMSVILLE, NY
Registration
CRD #2643073 · NOTTINGHAM ADVISORS INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
NOTTINGHAM ADVISORS INC.
CRD 104928 · SEC 801-17685
AUM
$1.4B
Regulatory assets under management
Employees
9
2,249 client accounts
Services offered by NOTTINGHAM ADVISORS INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NOTTINGHAM ADVISORS INC. →
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WILLIAMSVILLE?

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

Browse WILLIAMSVILLE AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does James Robert Bruce offer?
James Robert Bruce specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are James Robert Bruce's credentials?
James Robert Bruce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Robert Bruce located?
James Robert Bruce is based in WILLIAMSVILLE, New York, working with NOTTINGHAM ADVISORS INC.. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.
How does James Robert Bruce charge for services?
James Robert Bruce's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NOTTINGHAM ADVISORS INC.?
NOTTINGHAM ADVISORS INC. has approximately 9 employees and manages $1.4B 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 at NOTTINGHAM ADVISORS INC.

Thomas Stephen Quealy
AMHERST, NY
Lawrence Vernon Whistler
AMHERST, NY
Nicholas Stephen Dirienzo
AMHERST, NY

More Advisors in WILLIAMSVILLE, New York

Joshua Burch Heims
LINCOLN SPARROW ADVISORS, LLC·WILLIAMSVILLE, NY
Scott Michael Mccarthy
CAMBRIDGE ADVISORS, LLC·WILLIAMSVILLE, NY
CFP
George Peter Harris
BENTHAM WEALTH ADVISORS INC·WILLIAMSVILLE, NY
CFP
Anthony Joseph Ogorek
OGOREK WEALTH MANAGEMENT, LLC·WILLIAMSVILLE, NY
Erik Mo O'neill
NORTHCAPE WEALTH MANAGEMENT, LLC·WILLIAMSVILLE, NY
CFP
Michael Giokas
GIOKAS WEALTH ADVISORS·WILLIAMSVILLE, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile