Rene Bruer, financial advisor Tallahassee FL
96 score

Rene Bruer

CRD Number: 5354585
Current Firm: Smith Bruer Advisors

Rene Bruer (CRD# 5354585) is an Investment Advisor Representative working at Smith Bruer Advisors in Tallahassee, FL and has over 10 years of experience in the finance industry. Rene Bruer 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
Smith Bruer Advisors Tallahassee, FL Jul 2016 - Current 1
Smith Bruer Advisors Tallahassee, FL Feb 2015 - Current 3
Partnervest Advisory Services, LLC Santa Barbara, CA Feb 2015 - Jul 2016 1
Invest Financial Corp Tampa, FL Mar 2008 - Feb 2015 6
Capital City Banc Tallahassee, FL Mar 2008 - Feb 2015 6
Thrivent Financial Irving, TX Jun 2007 - Mar 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Rene L. Bruer
Phone Number: 850-877-0803
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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