Bruce John Sallah

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 01/2003 → 09/2019
  Summit Brokerage Services Inc
  Boca Raton, FL
• 01/2003 → 02/2021
  Summit Financial Group Inc
  Boca Raton, FL
• 09/2019 → 02/2021
  Cetera Advisor Networks Llc
  Boca Raton, FL
• 02/2021 → Present
  Raymond James & Associates
  Boca Raton, FL
• 05/2021 → Present
  Raymond James & Associates, Inc.
  Quechee, VT

Previous Registrations

• 2003-02-03 → 2021-02-11
  Summit Financial Group Inc
  Boca Raton, FL
• 2001-01-02 → 2003-02-18
  Wells Fargo Advisors Financial Network, Llc
  Boca Raton, FL

Other Businesses

(1)Name of Business: GSPM LLC Address: 374 NE 2nd street, Boca Raton, FL, 33432, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/09/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Holly Apts LLC Address: 374 NE 2nd Street, Boca Raton, FL, 33432, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/09/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-23
• S63 Uniform Securities Agent State Law Examination
  1982-10-22