Jeffrey James Bruss

Employer firm

Legacy Wealth Advisors, LLC CRD 281810

$132M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → Present
  Legacy Wealth Advisors, Llc
  Clinton Township, MI
• 10/2014 → Present
  Bruss Realty, Llc
  Clinton Township, MI
• 05/2011 → Present
  Stewart And Bruss, Pc
  Clinton Township, MI
• 09/2012 → Present
  Freestar Financial Credit Union
  Clinton Township, MI

Previous Registrations

• 2016-01-06 → 2016-12-31
  Legacy Wealth Advisors, Llc
  Clinton Township, MI

Other Businesses

Bruss Realty, LLC Investment related: Yes Address: Clinton Township, MI Nature/title: Real Estate broker Start date:10/2014 Hours/month: 25 Hours during security hours: 10 Description: Real Estate Name: Steward and Bruss, PC Investment related: no Address: Clinton Township, MI Nature/title: Attorney Start date: 05/2011 Hours/month: 100 Hours during security hours: 50 Description: estate planning, estate administration and real estate law Name: FreeStar Financial Credit Union Investment related: yes Address: Clinton Township, MI Nature/title: Board of Directors Start date: 09/2012 Hours/month: 8 Hours during security hours: 0 Description: votes on bank related decisions

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-30