Unclaimed Profile

Bruce Albert Lemley

BAY RIVERS GROUP, INC.·WILLIAMSBURG, Virginia

SIE, Series 7, Series 66CFPClean record27 years registeredBAY RIVERS GROUP, INC.

5107 CENTER STREET B1, WILLIAMSBURG, VA 23188CRD# 2972820Firm CRD# 290095

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bruce Albert Lemley · WILLIAMSBURG, VA

Registration

CRD #2972820 · BAY RIVERS GROUP, INC. · 27 years registered

Brand Profile

Not yet started

Career History

BAY RIVERS GROUP WEALTH PARTNERS

Mar 2018 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Dec 2006 – Mar 2018

WILLIAMSBURG, VA

CITIGROUP GLOBAL MARKETS INC.

Feb 2006 – Dec 2006

WILLIAMSBURG, VA

LEGG MASON WOOD WALKER INC

Dec 1998 – Feb 2006

WILLIAMSBURG, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 1, 1998

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAY RIVERS GROUP, INC.

CRD 290095 · SEC 801-111951

AUM

$255M

Regulatory assets under management

Employees

810 client accounts

Services offered by BAY RIVERS GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BAY RIVERS GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Bruce Albert Lemley offer?

Bruce Albert Lemley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSBURG, Virginia for a consultation.

What are Bruce Albert Lemley's credentials?

Bruce Albert Lemley holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bruce Albert Lemley located?

Bruce Albert Lemley is based in WILLIAMSBURG, Virginia, working with BAY RIVERS GROUP, INC.. Their office serves clients in the WILLIAMSBURG metropolitan area and surrounding communities.

How does Bruce Albert Lemley charge for services?

Bruce Albert Lemley'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 BAY RIVERS GROUP, INC.?

BAY RIVERS GROUP, INC. has approximately 4 employees and manages $255M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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