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Advisors / New Jersey / Morristown
34yrs

Bruce Risler

Financial advisor at Private Advisor Group

Bruce Risler has worked in the financial industry for 34 years and is a financial advisor based in Morristown, New Jersey. Bruce joined Private Advisor Group in 2014, a firm offering financial planning, investment management, and retirement plan consulting. Private Advisor Group reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 1155 advisors with offices in Morristown.

Morristown, NJ 07960Top 9% by experience nationwide
Call the officeDirections

At a glance

Experience34 years (since 1992)
How that compares ?Top 9% by experience nationwide
Office305 Madison Avenue, Morristown, NJ 07960
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$330,212
Advisors at the firm851
States licensed ?2 states

Services through Private Advisor Group

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. 2014 – now

Questions to ask Bruce

Tailored to Bruce’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Bruce

How do I contact Bruce?

Call Private Advisor Group at (973) 538-7010 and ask for Bruce Risler. Bruce works from the Morristown, NJ office.

How long has Bruce been a financial advisor?

Bruce has been in the industry since 1992, about 34 years. Top 9% by experience nationwide.

What licenses does Bruce hold?

Series 63. Tap any license on this page to see what it allows.

Is Bruce a fiduciary?

Bruce is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Bruce paid?

Private Advisor Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Bruce for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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