Claim Profile
Unclaimed Profile
BM

Bruce Laurence Marra

WEST CHESTER CAPITAL ADVISORS INC·WEST CHESTER, Pennsylvania
31 years registeredWEST CHESTER CAPITAL ADVISORS INC
106 SOUTH CHURCH STREET, WEST CHESTER, PA 19382-3231CRD# 2319768Firm CRD# 105846

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruce Laurence Marra · WEST CHESTER, PA
Registration
CRD #2319768 · WEST CHESTER CAPITAL ADVISORS INC · 31 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: WEST CHESTER CAPITAL ADVISORS INC
Sep 2014Dec 2018
WEST CHESTER, PA
Jan 1995Feb 2014
WEST CHESTER, PA
02

Registrations & Exams

Registration record
First registered · January 3, 1995
Years registered · 31
03

Disclosure History

2014Civil·On Appeal
2012Judgment / Lien
2012Judgment / Lien
2012Judgment / Lien
2012Judgment / Lien
2011Judgment / Lien
2010Judgment / Lien
2010Judgment / Lien
2008Judgment / Lien
2006Judgment / Lien

10 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
WEST CHESTER CAPITAL ADVISORS INC
CRD 105846 · SEC 801-47835
AUM
$1.1B
Regulatory assets under management
Employees
4
1,276 client accounts
Services offered by WEST CHESTER CAPITAL ADVISORS INC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Introduction

Speak with Bruce

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

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

Looking for a financial advisor in WEST CHESTER?

Browse all registered financial advisors in WEST CHESTER, Pennsylvania or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Bruce Laurence Marra offer?
Bruce Laurence Marra specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.
What are Bruce Laurence Marra's credentials?
Bruce Laurence Marra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Laurence Marra located?
Bruce Laurence Marra is based in WEST CHESTER, Pennsylvania, last registered with WEST CHESTER CAPITAL ADVISORS INC.
How does Bruce Laurence Marra charge for services?
Bruce Laurence Marra'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 WEST CHESTER CAPITAL ADVISORS INC?
WEST CHESTER CAPITAL ADVISORS INC has approximately 4 employees and manages $1.1B 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 →