Bruce Lear

from Novem Group
SEC regulated
Regulated Investment Advisor
Bruce Lear is a financial advisor based in New York, Rochester, with 6 years of experience. Bruce currently works for Novem Group. Bruce maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Bruce Lear works at Novem Group
Novem Group is a financial advisor based in Rochester, New York. It currently has around $822,046,318 of assets under management and employs approximately 57 people. The main advice areas covered by Novem Group are: financial planning services, portfolio management for individuals and/or small businesses, pension consulting services, selection of other advisers, publication of periodicals or newsletters and educational seminars/workshops. Novem Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
6 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
350 Linden Oaks, Suite 140, Rochester, New York, 14625

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