Bruce S. Honig

CONSERVATION CAPITAL

Palm Beach Gardens, FL

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CRD#: 2377809

Professional summary

Bruce Stephan Honig, who also goes by Bruce S Honig, is a registered financial advisor currently at CONSERVATION CAPITAL, LLC located in Palm Beach Gardens, Florida.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Bruce has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bruce S Honig

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.

Bruce Stephan Honig is a passive limited partner in three real estate limited partnerships. 1) Limited Partner in - Jenifer Limited Partnership which owns an apartment building in Virginia. The partnership started around 1985. I am a passive limited partner and have no responsibilities and devote no time to the business. 4102 Brandywine St. NW Washington DC 20016 2) Limited Partner in - Connave Limited Partnership which owns an apartment building in Maryland. The partnership started around 1990. I am a passive limited partner and have no responsibilities and devote no time to the business. 4102 Brandywine St. NW Washington DC 20016 3) Limited Partner in - RMB Limited Partnership which has investments in three JBG Limited Partnerships which are real estate partnerships in the Washington DC area. The partnership start around 1990 . I am a passive limited partner and have no responsibilities and devote no time to the business. 4102 Brandywine St. NW Washington DC 20016 4) Co-Trustee; Co-Trustee, Diane C. Honig Personal Residence Trust, Co-Trustee, Diane C. Honig Personal Residence Trust #2; Investment Related: Yes; 3330 Devonshire Way, Palm Beach Gardens, FL 33418; Description of the business: Personal Residence Trust; Responsibilities Duties: Co-Trustee; Start date with business: 2014-04-10; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Stephan Honig'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

October 7, 2009 - Present

CONSERVATION CAPITAL, LLC

RIA

CRD#: 148611

Palm Beach Gardens, FL

Past

August 3, 2000 - August 4, 2009

NORTHERN TRUST INVESTMENTS, INCORPORATED

RIA

CRD#: 105780

WEST PALM BEACH, FL

Past

September 4, 1996 - October 29, 1997

WEISS CAPITAL SECURITIES, INC.

CRD#: 39166

JUPITER, FL

Past

August 27, 1993 - August 28, 1996

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

August 27, 1993 - August 28, 1996

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

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

Florida
(10/7/2009)

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

IAR

Series 65

Date: 10/25/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/26/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/26/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CONSERVATION CAPITAL, LLC

CONSERVATION CAPITAL, LLC | NAME 412

CRD#: 148611 / SEC#:

Florida

Registered Investment Advisory firm - (10/7/2009 Approved)

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Contact information

Main Address

Palm Beach Gardens, FL

Mailing Address

Phone number

(561) 714-5363

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 9,043,434

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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Bruce S. Honig

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Stephan Honig's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONSERVATION CAPITAL, LLC

NORTHERN TRUST INVESTMENTS, INCORPORATED

WEISS CAPITAL SECURITIES, INC.

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/25/1996

Series 63

Date: 8/26/1993

Series 6

Date: 8/26/1993

Current Firm

CONSERVATION CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CONSERVATION CAPITAL, LLC

TRUST BUT VERIFY

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