David Bruce Mcnamee

Employer firm

Measured Wealth Private Client Group, LLC CRD 170442

$528M regulatory AUM 2 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

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

Current Employers

Measured Wealth Private Client Group, Llc

303 Islington Street, Portsmouth, NH 03801 • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2018-01-02

NH RA
APPROVED

Since 2018-01-02

Branch Locations

6 B Washington St. Suite 101, Sanford, ME 04073 • United States

303 Islington Street, Portsmouth, NH 03801 • 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

Organization	City	State	From	To
Clm Capital Management	Sanford	ME	01/1999	12/2017
Partners Bank	Sanford	ME	05/1990	Present

01/1999 → 12/2017

Clm Capital Management

Sanford, ME
05/1990 → Present

Partners Bank

Sanford, ME

Previous Registrations

1999-09-24 → 2017-12-31

Clm Capital Management Llc

Sanford, ME

Other Businesses

DIRECTOR (1991 - PRESENT), PARTNERS BANK, 900 MAIN STREET SANFORD, MAINE 04073; LOCAL COMMUNITY MUTUAL BANK, NON-INVESTMENT RELATED, LESS THAN 10% TIME COMMITMENT. INDEPENDENT ACCOUNTANT (2008 - PRESENT), D. BRUCE MCNAMEE CPA 6B WASHINGTON ST SUITE 101 SANFORD ME 04073, NON-INVESTMENT RELATED, LESS THAN 200 HOURS PER YEAR TIME COMMITMENT. TREASURER FOR COMMUNITY BAPTIST CHURCH (2008 - PRESENT) CLARKS BRIDGE ROAD, N. WATERBORO, ME 04061; APPROXIMATELY 75 HOURS PER YEAR TIME COMMITMENT.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-02-25

S65 Uniform Investment Adviser Law Examination

1999-02-25

Designations

Certified Financial Planner

Other Names

D. Bruce Mcnamee
David Mcnamee

View on SEC IAPD