Christopher E. Brugel

GREY OWL CAPITAL MANAGEMENT

Arlington, VA 22203

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CRD#: 1529802

Professional summary

Christopher Eric Brugel, who also goes by C Eric Brugel, Eric Brugel, is a registered financial advisor currently at GREY OWL CAPITAL MANAGEMENT, LLC located in Arlington, Virginia.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Christopher has worked at 4 firms and has passed the Series 63, Series 65, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

C Eric Brugel | Eric Brugel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Eric Brugel's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 29, 2009 - Present

GREY OWL CAPITAL MANAGEMENT, LLC

Office #1: 4250 Fairfax Drive Suite 600, Arlington, VA 22203

RIA

CRD#: 149998

Arlington, VA

Past

April 9, 2001 - May 29, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

VIENNA, VA

Past

April 9, 2001 - May 29, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

VIENNA, VA

Past

June 9, 1999 - April 7, 2000

FBR INVESTMENT SERVICES, INC.

CRD#: 43442

ARLINGTON, VA

Past

May 3, 1999 - June 9, 1999

B. RILEY SECURITIES, INC.

CRD#: 25027

LOS ANGELES, CA

Past

July 8, 1998 - May 3, 1999

FBR INVESTMENT SERVICES, INC.

CRD#: 43442

ARLINGTON, VA

Past

February 1, 1994 - June 23, 1998

B. RILEY SECURITIES, INC.

CRD#: 25027

LOS ANGELES, CA

Past

August 19, 1986 - January 25, 1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(9/9/2024)

IAR

Virginia
(5/29/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/2/1994

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/20/1992

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 1/31/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/26/1997

General Securities Principal Examination

Current Firm

GREY OWL CAPITAL MANAGEMENT, LLC

CRD#: 149998 / SEC#: 801-70120

RIA

Registered Investment Advisory firm - (6/26/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (9/9/2024 Approved)

Virginia

Registered Investment Advisory firm - (4/27/2018 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4250 Fairfax Drive Suite 600, Arlington, VA 22203

Mailing Address

Phone number

(703) 459-9400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	114
AUM (Assets Under Management)	$ 39,758,449

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Christopher E. Brugel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Eric Brugel's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FBR INVESTMENT SERVICES, INC.

B. RILEY SECURITIES, INC.

FBR INVESTMENT SERVICES, INC.

B. RILEY SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 2/2/1994

Series 65

Date: 5/20/1992

Series 7

Date: 1/31/1994

Series 24

Date: 9/26/1997

Current Firm

GREY OWL CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREY OWL CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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