Bruce David Laxer

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/1995 → Present
  Commonwealth Equity Services, Inc.
  Ridgewood, NJ

Other Businesses

1. Fixed Insurance sales, as of 05/1983, 25% of time spent during business hours, Conducted at branch; Investment related. 2. Co-Owner & Trustee, R&G Enterprises, Inc.; private entity involved in property management, as of 09/2006, located at 394 Heathcote Rd, Scarsdale, NY 1% of time spent during business hours, Not Conducted at branch; Investment related. 3. Co-Owner, 1530 Westchester, LLC, an entity created for the purpose of buying and managing real estate at 1530 Westchester Ave, Bronx, NY, as of 02/08/2021; 5% of time spent during business hours; Not Conducted at branch; Investment related. 4. Co-Owner, 614-618 Melrose LLC, an entity created for the purpose of buying and managing real estate at 614-618 Melrose Ave, Bronx, NY, as of 02/08/2021; 5% of time spent during business hours; Not Conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-08-17