Bruce G Spencer

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2013 → 06/2020
  Suntrust Investment Services, Inc
  Atlanta, GA
• 05/2024 → Present
  Morgan Stanley
  Charlotte, NC
• 01/2024 → 05/2024
  Unemployed
  Concord, NC
• 06/2020 → 01/2024
  Truist Bank
  Atlanta, GA

Previous Registrations

• 2016-09-12 → 2020-07-01
  Truist Advisory Services, Inc.
  Charlotte, NC
• 2013-06-11 → 2016-12-31
  Truist Investment Services, Inc.
  Atlanta, GA
• 2005-01-18 → 2006-09-15
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-14
• S63 Uniform Securities Agent State Law Examination
  1999-01-29

Designations

• Certified Financial Planner

Other Names

• Bruce Gordon Spencer