Bruce Alan Horvitz

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 12/2004 → 07/2022
  Lincoln Financial Advisors Corp.
  Canonsburg, PA
• 07/2022 → 01/2025
  Lincoln Financial Advisors
  New Alexandria, PA
• 01/2025 → 12/2025
  Osaic Wealth, Inc.
  New Alexandria, PA
• 12/2025 → Present
  Lpl Financial Llc
  Boynton Beach, FL

Previous Registrations

• 2025-01-24 → 2025-12-04
  Osaic Wealth, Inc.
  Boynton Beach, FL
  New Alexandria, PA
• 2004-12-13 → 2025-01-24
  Osaic Fa, Inc.
  Pittsburgh, PA
  Pittsburgh, PA
  Boynton Beach, FL
  New Alexandria, PA
• 2000-03-15 → 2003-12-04
  Veravest Investment Advisors, Inc.
  Pittsburgh, PA

Other Businesses

1. 11/2025 - Horvitz Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment Related -160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 12/01/2025 2. 01/02/2026 - CRUMP - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 12/24/2025 - 1 hour per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-18
• S63 Uniform Securities Agent State Law Examination
  1985-09-23

Designations

• Chartered Financial Consultant

Other Names

• Bruce A Horvitz