Capitol Securities Management
47yrs
Top advisor by experience in Tampa
2yrs
Bruce Steamer
Financial advisor at Captrust
Bruce Steamer is a fiduciary financial advisor in Tampa, Florida, with 2 years in the industry. After less than a year at Raymond James Financial Services Advisors and less than a year at United Capital Financial Advisors, Bruce joined Captrust in 2025, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office400 North Tampa Street Suite 1800, Tampa, FL 33602
FirmCaptrust
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.54 million
Advisors at the firm951
States licensed ?1 state
Services through Captrust
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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 65Uniform Investment Adviser Law Examination
Career
- Sep 2025 – nowCaptrustCurrent firm
- Jan 2025 – Apr 2025
- Jul 2024 – Dec 2024United Capital Financial AdvisorsPreviously
Contact Bruce
(919) 870-6822Firm headquarters in Raleigh, NC. Ask for Bruce. 400 North Tampa Street Suite 1800Tampa, FL 33602Office · Get directions Firm websiteHTTP://WWW.CAPTRUST.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Bruce
Tailored to Bruce’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
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 Captrust at (919) 870-6822 and ask for Bruce Steamer. Bruce works from the Tampa, FL office.
How long has Bruce been a financial advisor?
Bruce has been in the industry since 2024, about 2 years. 2 years in the industry.
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?
Captrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. 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.
Other advisors nearby
J. W. Cole Advisors
47yrs
Top advisor by experience at J. W. Cole Advisors
Ameriprise Financial Services
47yrs
Top 1% by experience in Tampa
Morgan Stanley
46yrs
Top 1% by experience in Tampa
Capitol Securities Management
46yrs
Top 1% by experience in Tampa
Capitol Securities Management
46yrs
Top 1% by experience in Tampa