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Bruce Stephan Honig

CONSERVATION CAPITAL
PALM BEACH GARDENS, FL
·CRD# 2377809·33 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bruce S Honig

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

33 years in the financial services industry

Current & Past Employments

CONSERVATION CAPITAL, LLC·CRD# 148611
RIA
Palm Beach Gardens, FL
October 7, 2009 - Present
NORTHERN TRUST INVESTMENTS, INCORPORATED·CRD# 105780
RIA
West Palm Beach, FL
August 3, 2000 - August 4, 2009
WEISS CAPITAL SECURITIES, INC.·CRD# 39166
BD
Jupiter, FL
September 4, 1996 - October 29, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY·CRD# 5181
BD
Boston, MA
August 27, 1993 - August 28, 1996
SIGNATOR INVESTORS, INC.·CRD# 468
BD
Boston, MA
August 27, 1993 - August 28, 1996

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Current Firm

CC
CONSERVATION CAPITAL, LLC

CONSERVATION CAPITAL, LLC | NAME 412

CRD#: 148611
Florida
Registered Investment Advisory firm - Florida (10/7/2009 Approved)

Contact Information

Main Address

Palm Beach Gardens, FL

Phone Number

(561) 714-5363

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

7

AUM (Assets Under Management)

$8,596,107

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 1996About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1993About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 1993About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

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

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