Ross E. Bruner
Professional summary
Ross Edwards Bruner, who also goes by Ros Edward Bruner, Ross Edward Bruner, Ross Edward Runer, is a registered financial advisor currently at WOODSTOCK WEALTH MANAGEMENT, INC. located in Scottsdale, Arizona.
Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Ross has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ross Edwards Bruner's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 11, 2018 - Present
WOODSTOCK WEALTH MANAGEMENT, INC.
Office #1: 13467 E Summit Dr, Scottsdale, AZ 85259March 16, 2015 - November 7, 2018
WOODSTOCK FINANCIAL GROUP, INC.
August 30, 2010 - December 12, 2019
WOODSTOCK FINANCIAL GROUP, INC.
August 17, 1988 - August 26, 2010
APS FINANCIAL CORPORATION
October 5, 1983 - December 12, 2003
METROPOLITAN INVESTMENT SECURITIES, INC.
Primary Firm SEC Registration
WOODSTOCK WEALTH MANAGEMENT, INC.
CRD#: 283472 / SEC#: 801-112663
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/11/2018)
(11/7/2018)
Exams
Series 2
Date: 5/1/1982
Non-Member General Securities ExaminationCurrent Firm
WOODSTOCK WEALTH MANAGEMENT, INC.
CRD#: 283472 / SEC#: 801-112663
Contact information
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,834 |
| AUM (Assets Under Management) | $ 629,939,767 |
Red Flags
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