AUMdb
SB

Stephen Bruce

CRD 7959913 Certified Financial Planner

Firms

FirmRoleAs of
Lifeguide Financial Advisors, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Board & officer roles (5)

OrganizationRoleCompensationAs of
Devereux Foundation VP Operations - Adult Services $296K 06/30/2024
Abh California Inc Vice President 06/30/2024
Abh New Jersey Inc Vice President 06/30/2024
Abh New York Inc Vice President 06/30/2024
Abh Pennsylvania Adult Services Inc Trustee 06/30/2024

Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗