Ross BrunerCRD Number: 1718245
Current Firm: Oppenheimer & Company Inc.
Ross Bruner (CRD# 1718245) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Stamford, CT and has over 25 years of experience in the finance industry.
Park Avenue Securities LLC
American Portfolios Advisors, Inc.
Hightower Advisors, LLC
|Oppenheimer & Co, Inc.||Stamford, CT||Oct 2021 - Current||< 1|
|Bank Of America, N.a.||Greenwich, CT||Aug 2019 - Oct 2021||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Greenwich, CT||Jul 2019 - Oct 2021||2|
|Tristar Advisors LLC||Dover, DE||May 2004 - Jun 2019||15|
|Ubs||Monte-carlo,||Jun 2011 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1996|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management22,727MILLIONS
Total Number of Accounts27,780ACCOUNTS
Average Account Value$818,107
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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