Bruce Stephen Udell

Current Employers

Employment History

• 05/1976 → Present
  Udell Associates
  Orlando, FL
• 02/1988 → 11/2025
  First Financial Resources
  Orlando, FL
• 10/1993 → 11/2025
  Securities America, Inc.
  Orlando, FL
• 08/2000 → 11/2025
  Retirement Wealth Specialists
  Orlando, FL
• 04/2016 → 11/2025
  Kestra Advisory Services, Llc
  Sarasota, FL
• 01/2001 → 11/2025
  Kestra Investment Services, Llc
  Sarasota, FL
• 11/2025 → Present
  Private Client Services
  Sarasota, FL

Previous Registrations

• 2016-04-28 → 2025-11-19
  Kestra Advisory Services, Llc
  Sarasota, FL
  Longwood, FL
• 2004-02-27 → 2016-09-22
  Kestra Investment Services, Llc
  Longwood, FL
  Sarasota, FL
  Longwood, FL
  Sarasota, FL
  Longwood, FL
  St. Augustine, FL
• 2000-09-08 → 2012-12-13
  Asset Management Partners
  Sarasota, FL

Other Businesses

1) BUMW, LLC. 1233 South Tamiami Trail, Sarasota, FL 34239. Holds stock from sale of former investment advisory business. Owner. 0 hrs/mo. Investment related. 2) Udell Associates. 1233 South Tamiami Trail, Sarasota, FL 34239. Sell life settlements of life insurance policies. We use a broker that specializes in life settlements. Recommend prospects to life settlement brokers for sale of their policies if they no longer want the policies. 100 hrs/mo; 100 during trading hrs. Not investment related. 3) Udell Associates. 1233 South Tamiami Trail, Sarasota, FL 34239. Sale of fixed life insurance and annuity products. Owner and insurance advisor and sales representative. 80 hrs/mo; 60 during trading hrs. 4) Bruce Udell; not investment-related; 1233 South Tamiami Trail, Sarasota, FL 34239; sale of books I write for Amazon; author and owner; start date 01/2026.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-02-06

Designations