
Senior Vice President, Advisory Services
Royal Alliance Associates, Inc.
Bruce S. Levitus, CMFC, is Senior Vice President and Director of Investment Advisory Services (IAS). He has been with AIG Advisor Group and Royal Alliance since 2002 and has 16 years’ experience in financial services. Bruce oversees all of IAS across the AIG Advisor Group as well as all regional associates in the field. Bruce is responsible for marketing and servicing proprietary platforms and various legacy accounts. He and his team are also responsible for relationships and selling agreements with 60-plus third-party money managers. Bruce has been part of the tremendous IAS efforts that has raised more than $10 billion in assets on the VISION2020 Advisor platform.
Bruce’s previous experience includes having been with two New York wirehouse firms, and a position as a wholesaler on the fee-only side of the business for Alliance Bernstein. There, he designed and helped launch the nation’s first RIA 529 College Savings Plan.
Bruce has a B.S. degree from the University of Massachusetts in Amherst with a major in Retail Management; he obtained the Chartered Mutual Fund Counselor designation in 1996.