Bruce E. Kardon

CONSERVEST CAPITAL ADVISORS

WYNNEWOOD, PA 19096

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CRD#: 2373039

Professional summary

Bruce Eugene Kardon is a registered financial advisor currently at CONSERVEST CAPITAL ADVISORS INC located in Wynnewood, Pennsylvania.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Bruce has worked at 1 firm and has passed the Series 65 and Series 2 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Eugene Kardon'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

February 28, 1994 - Present

CONSERVEST CAPITAL ADVISORS INC

Office #1: 257 East Lancaster Avenue Suite 205, Wynnewood, PA 19096

RIA

CRD#: 111353

WYNNEWOOD, PA

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".

CONSERVEST CAPITAL ADVISORS INC

CRD#: 111353 / SEC#: 801-44462

RIA

Registered Investment Advisory firm - (7/30/1993 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

Pennsylvania
(2/28/1994)

IAR

Virginia
(5/25/1995)

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: 7/30/1993

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 10/11/1993

Non-Member General Securities Examination

Current Firm

CONSERVEST CAPITAL ADVISORS INC

CRD#: 111353 / SEC#: 801-44462

RIA

Registered Investment Advisory firm - (7/30/1993 Approved)

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Contact information

Main Address

257 E. Lancaster Avenue Suite 205, Wynnewood, PA 19096

Mailing Address

Phone number

(610) 642-9588

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II (3/26/2025)

Regulatory assets under management

Total Number of Accounts	298
AUM (Assets Under Management)	$ 1,724,888,131

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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Bruce E. Kardon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Eugene Kardon's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONSERVEST CAPITAL ADVISORS INC

Primary Firm SEC Registration

CONSERVEST CAPITAL ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/1993

Series 2

Date: 10/11/1993

Current Firm

CONSERVEST CAPITAL ADVISORS INC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONSERVEST CAPITAL ADVISORS INC

TRUST BUT VERIFY

Contact information

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