Bruce H. Bruinsma

ENVOY ADVISORY

Colorado Springs, CO 80918

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CRD#: 1679271

Professional summary

Bruce Henry Bruinsma is a registered financial advisor currently at ENVOY ADVISORY INC. located in Colorado Springs, Colorado.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Bruce has 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"?

Yes

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.

ASTUTE MANAGEMENT LLC, 4194 ROYAL PINE DR., COLORADO SPRINGS, CO 80920, NOT INVESTMENT RELATED,SINCE 7/1/12; OWNER OF MANAGEMENT HIRING FIRM,DUTIES INCLUDE CONSULTING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Henry Bruinsma's CRS (Customer Relationship Summary).

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

December 24, 2019 - Present

ENVOY ADVISORY INC.

Office #1: 5333 N Union Blvd Suite 200, Colorado Springs, CO 80918

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

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

CRD#: 519

PASADENA, CA

Past

January 1, 1994 - April 3, 1997

LEGEND EQUITIES CORPORATION

CRD#: 30999

PALM BEACH GARDENS, FL

Past

June 20, 1989 - January 1, 1994

LEGEND CAPITAL CORPORATION

CRD#: 4149

PALM BEACH GARDENS, FL

Past

September 14, 1987 - May 30, 1989

CETERA WEALTH SERVICES, LLC

CRD#: 13572

Past

May 27, 1987 - September 30, 1987

AMERICAN GENERAL EQUITY SERVICES CORPORATION

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".

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.

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

Colorado
(5/14/2025)

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

IAR

Series 65

Date: 8/11/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/2/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/29/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/16/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/1/1989

General Securities Principal Examination

Current Firm

ENVOY ADVISORY INC.

ENVOY ADVISORY INC. | NEWCO ENVOY ADVISORY INC.

CRD#: 306559 / SEC#: 801-117870

RIA

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

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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

SEC notice filing (46 States and Territories)

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 Accounts	2,543
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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Bruce H. Bruinsma

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Henry Bruinsma's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIOR ENVOY ADVISORY, INC.

ENVOY SECURITIES, LLC

LINCOLN INVESTMENT

LINCOLN INVESTMENT

LEGEND EQUITIES CORPORATION

LEGEND CAPITAL CORPORATION

CETERA WEALTH SERVICES, LLC

AMERICAN GENERAL EQUITY SERVICES CORPORATION

Primary Firm SEC Registration

ENVOY ADVISORY INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/1999

Series 63

Date: 9/2/1987

SIE

Date: 6/29/2017

Series 7

Date: 5/16/1987

Series 24

Date: 8/1/1989

Current Firm

ENVOY ADVISORY INC.

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENVOY ADVISORY INC.

TRUST BUT VERIFY

Contact information

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