Eric Bruck, financial advisor Los Angeles CA
90 score

Eric Bruck

CRD Number: 1024759
Current Firm: Silver Oak Wealth Advisors

Eric Bruck (CRD# 1024759) is an Investment Advisor Representative working at Silver Oak Wealth Advisors in Los Angeles, CA and has 1 year of experience in the finance industry. Eric Bruck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Silver Oak Wealth Advisors Los Angeles, CA Oct 2007 - Current 9
Uas Beverly Hills, CA Sep 2006 - Sep 2007 1
Allied Consulting Group Los Angeles, CA Mar 2003 - Aug 2006 3

Eric Bruck has no recent exams reported.
Contact Info for Eric D. Bruck
Phone Number: 310-207-4800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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