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BB

Bruce H. Bruinsma

Some features on this profile are disabled
CRD#: 1679271
BB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bruce Henry Bruinsma was a registered financial professional .

Bruce is a previously registered financial professional and started their career in finance in 1987. Bruce had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 24, 2019 - January 6, 2026

ENVOY ADVISORY INC.

RIA
CRD#: 306559
COLORADO SPRINGS, CO
Past

September 22, 2011 - December 26, 2019

PRIOR ENVOY ADVISORY, INC.

RIA
CRD#: 157461
PASADENA, CA
Past

September 22, 2011 - June 29, 2017

ENVOY SECURITIES, LLC

BD
CRD#: 132719
COLORADO SPRINGS, CO
Past

November 25, 1997 - September 20, 2011

LINCOLN INVESTMENT

RIA
CRD#: 519
PASADENA, CA
Past

March 19, 1997 - September 20, 2011

LINCOLN INVESTMENT

BD
CRD#: 519
PASADENA, CA
Past

January 1, 1994 - April 3, 1997

LEGEND EQUITIES CORPORATION

BD
CRD#: 30999
PALM BEACH GARDENS, FL
Past

June 20, 1989 - January 1, 1994

LEGEND CAPITAL CORPORATION

BD
CRD#: 4149
PALM BEACH GARDENS, FL
Past

September 14, 1987 - May 30, 1989

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
Past

May 27, 1987 - September 30, 1987

AMERICAN GENERAL EQUITY SERVICES CORPORATION

BD
CRD#: 5435

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EA
ENVOY ADVISORY INC.
ENVOY ADVISORY INC. | NEWCO ENVOY ADVISORY INC.

CRD#: 306559 / SEC#: 801-117870

RIA
Registered Investment Advisory firm - (12/23/2019 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 8/11/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/2/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/29/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/16/1987
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/1/1989
General Securities Principal Examination

Current Firm

EA
ENVOY ADVISORY INC.
ENVOY ADVISORY INC. | NEWCO ENVOY ADVISORY INC.

CRD#: 306559 / SEC#: 801-117870

RIA
Registered Investment Advisory firm - (12/23/2019 Approved)
PREMIUM
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Contact information

Main Address
5333 N Union Blvd Suite 200, Colorado Springs, CO 80918
Mailing Address
Phone number
(888) 879-1376
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (46 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ENVOY ADVISORY INC. ADV PART 2A BROCHURE (7/1/2025)
ENVOY PART 2A APPENDIX 1 - WRAP PROGRAM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts2,543
AUM (Assets Under Management)$ 533,897,719

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.

Company Information

ENVOY ADVISORY INC.

CRD#: 306559

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Contact information

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