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Bruce Steamer

Captrust

Tampa, FL

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-12
  • FL RA
    APPROVED
    Since 2025-09-12

Branch Locations

400 North Tampa Street Suite 1800, Tampa, FL 33602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Capital Financial Advisors, Llc Safety Harbor FL 06/2024 11/2024
Viridis Fund Solutions Owings Mills MD 12/2021 02/2024
Mufg Investor Services Rockville MD 08/2020 12/2021
Mufg Investor Services Rockville MD 04/2017 08/2020
Icma-Rc Washington DC 03/2015 11/2016
Unemployed Tampa FL 02/2024 06/2024
Unemployed Baltimore MD 11/2016 04/2017
Raymond James Financial Services Advisors, Inc. Tampa FL 01/2025 04/2025
Phoenix Financial Partners Tampa FL 01/2025 04/2025
Capfinancial Partners, Llc. (Captrust) Raleigh NC 07/2025 Present
  • 06/2024 → 11/2024
    United Capital Financial Advisors, Llc
    Safety Harbor, FL
  • 12/2021 → 02/2024
    Viridis Fund Solutions
    Owings Mills, MD
  • 08/2020 → 12/2021
    Mufg Investor Services
    Rockville, MD
  • 04/2017 → 08/2020
    Mufg Investor Services
    Rockville, MD
  • 03/2015 → 11/2016
    Icma-Rc
    Washington, DC
  • 02/2024 → 06/2024
    Unemployed
    Tampa, FL
  • 11/2016 → 04/2017
    Unemployed
    Baltimore, MD
  • 01/2025 → 04/2025
    Raymond James Financial Services Advisors, Inc.
    Tampa, FL
  • 01/2025 → 04/2025
    Phoenix Financial Partners
    Tampa, FL
  • 07/2025 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-20
  • S65 Uniform Investment Adviser Law Examination
    2024-06-20
Other Names
  • Bruce Steamer
  • Bruce Robert Steamer

View on SEC IAPD

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