Bruce Albert Slater

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/1984 → Present
  Self Employed
  Livonia, MI
• 06/1997 → Present
  Intersecurities, Inc.
  Northville, MI
• 06/1997 → Present
  Transamerica Financial Advisors, Inc
  Northville, MI
• 09/2023 → Present
  Osaic Wealth, Inc.
  Northville, MI

Previous Registrations

• 2016-03-04 → 2023-09-01
  Osaic Services, Inc.
  Northville, MI
  Northville, MI
  Phoenix, AZ
• 2010-09-20 → 2016-03-17
  Transamerica Financial Advisors, Llc
  Northville, MI

Other Businesses

1) ELECTION INSPECTOR FOR 2010 ELECTION, NOT INVESTMENT-RELATED, START 11/2010 2) FIXED INSURANCE 3) RIDGEWOOD ENERGY POSITION: Partner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: Philips Parkway, Montvale NJ 07645 DESCRIPTION: Sending checks for calls due. 4) CITY OF NORTHVILLE POSITION: Election Inspector NATURE: City Elections Office INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2010 ADDRESS: 215 W. Main St., Northville MI 48167 DESCRIPTION: Monitor ballot dispersal and processing for fairness and impartiality. 5) BRUCE SLATER POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/1984 ADDRESS: 637 Fairbrook St., Northville MI 48167 DESCRIPTION: Hold a license to sell term life insurance, have not actively sold any insurance policy within the past 6 years. 6) BRUCE SLATER (1) POSITION: Preparer NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2025 ADDRESS: 637 Fairbrook St., Northville MI 48167 DESCRIPTION: Prepare taxes for 2 or 3 Disabled Clients

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-04-01

Designations

• Chartered Financial Consultant