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Bruce David Sherman

Telos Capital Management, Inc.

La Mesa, CA

San Diego, CA

CRD 3171991

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Employer firm

Telos Capital Management, Inc. CRD 149108

$1.63B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Telos Capital Management, Inc.

13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-02-12
CA RA APPROVED 2009-01-13
  • OR RA
    APPROVED
    Since 2024-02-12
  • CA RA
    APPROVED
    Since 2009-01-13

Branch Locations

La Mesa, CA • United States

13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Telos Capital Management, Inc. San Diego CA 01/2009 Present
Previous Registrations
  • 2007-07-03 → 2008-12-31
    A&M Investment Management
    La Mesa, CA
    San Diego, CA
  • 1999-04-21 → 2007-07-16
    Sherman Investment Management, Inc.
    La Mesa, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-01-23
  • S65 Uniform Investment Adviser Law Examination
    1999-01-23

View on SEC IAPD

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