Bruce Colin has been Sole Proprietor/Chief Compliance Officer of Colin, Bruce Ted since August 1997, is a control person of the firm and directly owns 75% or more of it. Bruce Colin holds a Master's degree from the University of California, Los Angeles. Bruce Colin studied at Claremont McKenna College.
Colin, Bruce Ted is a firm with $229M under management, 28 clients and 1 adviser in one office, as of its April 2026 filing.
Bruce Colin of Bruce Colin & Company has taught financial planning courses at UCLA and for employees of City National Bank in Los Angeles. A member of the Financial Planning Association since 1999, he has contributed professional book reviews to the Journal of Financial Planning and currently serves on the investment committee for the Palos Verdes Land Conservancy.
- Bruce Colin and CompanyCurrent– present · 9 yearsRancho Palos Verdes, CA · Adviser representative · Firm CRD 118035
Professional designations
Listed by Colin, Bruce Ted
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Bruce Colin is registered as an investment adviser representative in California, since March 2017.
- CaliforniaSince 1 March 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 2 September 1997 |
- Name
- General Securities Representative Examination
- Full name
- Bruce Ted Colin
- CRD
- 2947936
- Firm
- Colin, Bruce Ted · CRD 118035
- Role
- Sole Proprietor/Chief Compliance Officer
- Office
- Rancho Palos Verdes, CA
- Registration
- Investment adviser registration
- In the industry since
- December 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- colinwm.com
Where does Bruce Colin work?
Bruce Colin has been Sole Proprietor/Chief Compliance Officer of Colin, Bruce Ted since August 1997, and is a control person of the firm.
Is Bruce Colin a financial advisor?
Yes. Bruce Colin has a current investment-adviser registration in California, through Colin, Bruce Ted since March 2017.
How many years of experience does Bruce Colin have?
Bruce Colin has 20 years in the financial industry, since December 2005, across 1 adviser firm.
What exams has Bruce Colin passed?
Bruce Colin passed the Series 7 in September 1997.
Where did Bruce Colin work before Colin, Bruce Ted?
Before Colin, Bruce Ted, Bruce Colin was registered through Bruce Colin, October 1997 to December 2008.
Where is Bruce Colin based?
Bruce Colin’s registered office is in Rancho Palos Verdes, CA.
Is Bruce Colin registered with FINRA?
No. Bruce Colin has no current broker registration.
Is Bruce Colin a CFP?
Colin, Bruce Ted lists Bruce Colin with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Bruce Colin’s record?
Search CRD 2947936 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bruce Colin’s full registration record.