LPL Financial
42yrs
Top advisor by experience in La Mesa
28yrs
Bruce David Sherman
Financial advisor at Telos Capital Management
At a glance
Experience28 years (since 1999)
How that compares ?Top 20% by experience in La Mesa
OfficeLa Mesa, CA
How the firm is paid ?Percent of assets, Hourly, Other
States licensed ?1 state
Services through Telos Capital Management
Financial planningInvestment management for individuals and small businesses
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.
Uniform Investment Adviser Law Examination
Career
- 2009 – nowTelos Capital Management, Inc.Current firm
- Jul 2007 – Dec 2008A&m Investment ManagementPreviously
- 1999 – 2007Sherman Investment Management, Inc.Previously
Questions to ask Bruce
Tailored to Bruce’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Bruce
How do I contact Bruce?
Call Telos Capital Management at (858) 271-6350 and ask for Bruce David Sherman. Bruce works from the La Mesa, CA office.
How long has Bruce been a financial advisor?
Bruce has been in the industry since 1999, about 28 years. Top 20% by experience in La Mesa.
What licenses does Bruce hold?
Series 65. Tap any license on this page to see what it allows.
Is Bruce a fiduciary?
Bruce is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bruce paid?
Telos Capital Management reports being paid by a percentage of the assets they manage, hourly fees, other fees. Ask Bruce for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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