Bruce Carl Gilmore

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 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

• 10/2002 → Present
  Aig American General Life Insurance Company
  North Canton , OH
• 05/2015 → Present
  Mid Atlantic Capital Corporation
  Canton, OH
• 05/2015 → Present
  Mid Atlantic Financial Management, Inc.
  Pittsburgh, PA
• 11/2021 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 2015-05-20 → 2021-11-01
  Mid Atlantic Financial Management, Inc.
  Canton, OH
  Pittsburgh, PA
• 2007-10-31 → 2015-05-20
  Packerland Brokerage Services, Inc.
  Canton, OH
  Green Bay, WI
  Canton, OH
  Canton, OH
  Canton, OH
• 2005-02-22 → 2007-10-31
  Spc
  North Canton, OH

Other Businesses

1)FIXED INSURANCE SALES~NON INVESTMENT RELATED~5878 FULTON RD NW, CANTON, OH 44718~FIXED INSURANCE SALES~AGENT~MAY 1986~85HRS PER MONTH~85HRS PER MONTH DURING MARKET~SALES TO CLIENTS OF LIFE, HEALTH, FIXED & INDEXED ANNUITIES, LTC & DI WITH VARIOUS COMPANIES - - - - - - - - - - - - - 2)NEA*Yes Invest*Canton ,Ohio*IAR*Sales & Service*4/11/2011*Indep. rep*Sales & service*30 Hrs trade/30 non trade 3)Door Dash Delivery*No Invest*Canton Ohio*Delivery of food*4/1/24*driver delivery*drive and deliver food*10 Hrs during trade/0 Hrs Non Trade

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-07-13

Other Names

• Bruce Carl Gilmore
• Bruce Carl Gilmore