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Bruce William Burgess
BRUCE W BURGESS, BRUCE WILLIAM BURGESS JR, BRUCE WILLIAM BURGESS
CRD#: 2846217
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Investment Adviser
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Previous Broker
BEACON POINTE ADVISORS, LLCCRD#: 119290 400 Totten Pond Road
Suite 220
Waltham, MA 02451
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2005 - 2005 (<1 year)2 FIRMS2006 - 2012 (5 years)2 FIRMS2016 - 2019 (3 years)2 FIRMS2019 - 2020 (<1 year)2 FIRMS2020 - 2022 (2 years)IABEACON POINTE ADVISORS, LLC (CRD# 119290)2022 - Present (2 years)BGARRETT NAGLE & CO., INC. (CRD# 7071)2005 - 2006 (1 year)BWINSLOW, EVANS & CROCKER, INC. (CRD# 29686)2004 - 2005 (1 year)BDETWILER, MITCHELL, FENTON & G... (CRD# 1794)2001 - 2004 (2 years)BCOMMONWEALTH FINANCIAL NETWORK (CRD# 8032)1997 - 2001 (4 years)
License(s)

State Registrations

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Massachusetts 9/13/2022

Current Registration(s)
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BEACON POINTE ADVISORS, LLC (CRD#:119290)
400 Totten Pond Road Suite 220, Waltham, MA 02451
Registered with this firm since 9/13/2022

Previous Registration(s)
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03/11/2020 - 08/13/2022 J.P. MORGAN SECURITIES LLC (CRD#:79) Lynnfield, MA
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03/11/2020 - 08/13/2022 J.P. MORGAN SECURITIES LLC (CRD#:79) Lynnfield, MA
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09/17/2019 - 03/12/2020 PARK AVENUE SECURITIES LLC (CRD#:46173) NEEDHAM, MA
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08/01/2019 - 03/12/2020 PARK AVENUE SECURITIES LLC (CRD#:46173) NEEDHAM, MA
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06/20/2016 - 09/15/2019 CHARLES SCHWAB & CO., INC. (CRD#:5393) Burlington, MA
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05/16/2016 - 09/15/2019 CHARLES SCHWAB & CO., INC. (CRD#:5393) Burlington, MA
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06/22/2006 - 03/15/2012 CHARLES SCHWAB & CO., INC. (CRD#:5393) BOSTON, MA
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06/22/2006 - 03/15/2012 CHARLES SCHWAB & CO., INC. (CRD#:5393) BOSTON, MA
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06/27/2005 - 06/13/2006 GARRETT NAGLE & CO., INC. (CRD#:7071) WOBURN, MA
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03/22/2005 - 06/17/2005 PRIMEVEST FINANCIAL SERVICES, INC. (CRD#:15340) WOBURN, MA
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03/03/2005 - 06/17/2005 BANCNORTH INVESTMENT GROUP, INC. (CRD#:31299) ST. CLOUD, MN
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02/12/2004 - 03/03/2005 WINSLOW, EVANS & CROCKER, INC. (CRD#:29686) BOSTON, MA
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10/09/2001 - 02/20/2004 DETWILER, MITCHELL, FENTON & GRAVES, INC. (CRD#:1794) BOSTON, MA
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04/23/1997 - 10/09/2001 COMMONWEALTH FINANCIAL NETWORK (CRD#:8032) WALTHAM, MA
For additional information about investment advisers or broker-dealers, please visit
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.