BA
BA

Bruce Averback

46 Years of Experience
4 DisclosuresBroker

Bruce Averback is a registered investment advisor at Thurston Springer Advisors, based in Youngstown, OH, with 46 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,759 clients with $3.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
98 advisors
Number of Clients
6,759 clients
Average Client Portfolio
$544K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$25K

Thurston Springer uses third-party portfolio advisors, and clients pay a fee based on the third-party's fee schedule. Thurston Springer retains a portion of this fee. The overall advisory fee is negotiable. Clients will have some cash in their account to cover advisory fees. Clients may pay additional fees or expenses in a third-party advisory account, such as ticket charges, IRA fees, and wire fees.

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Location

4411 Market St., Suite 200, Youngstown, OH, 44512

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
April 2019
Judgment / Lien
January 2018
Customer Dispute
June 2016
Settled
Judgment / Lien
January 2016
Employment History
Current Registrations
Thurston Springer Advisors
November 2020 - Present · 5 yrs 5 mos
Thurston, Springer, Miller, Herd & Titak, INC.Broker
November 2019 - Present · 6 yrs 5 mos
Previous Registrations
Thurston Springer Financial
November 2019 - November 2020 · 1 yr
Stifel, Nicolaus & Company, Incorporated
September 2016 - November 2019 · 3 yrs 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
March 2009 - November 2019 · 10 yrs 8 mos
Butler, Wick & CO., INC.Broker
March 1980 - March 2009 · 29 yrs
State Registrations7 states
GAILMINCOHPASC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Bruce Averback - Financial Advisor | TrueAdvisor