Bruce E. Hunt

ROSE VALLEY ASSET MANAGEMENT LLC

SPRINGFIELD, PA 19064

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CRD#: 2708731

Professional summary

Bruce Everett Hunt is a registered financial advisor currently at ROSE VALLEY ASSET MANAGEMENT LLC located in Springfield, Pennsylvania.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Bruce has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 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 Everett Hunt'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

November 30, 2006 - Present

ROSE VALLEY ASSET MANAGEMENT LLC

Office #1: 1501 Baltimore Pike, Springfield, PA 19064

RIA

CRD#: 141671

SPRINGFIELD, PA

Past

November 6, 2001 - December 3, 2004

WESCOTT FINANCIAL ADVISORY GROUP LLC

RIA

CRD#: 105989

PHILADELPHIA, PA

Past

October 4, 1996 - February 10, 1998

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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
(11/30/2006)

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: 8/13/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/22/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/24/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ROSE VALLEY ASSET MANAGEMENT LLC

CRD#: 141671 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (11/30/2006 Approved)

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Contact information

Main Address

21 W. Front Street Suite 300, Media, PA 19063-2826

Mailing Address

P.o. Box 8, Rose Valley, PA 19065-9998

Phone number

(610) 544-0900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	216
AUM (Assets Under Management)	$ 90,279,249

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Bruce E. Hunt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Everett Hunt's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROSE VALLEY ASSET MANAGEMENT LLC

WESCOTT FINANCIAL ADVISORY GROUP LLC

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 8/13/2001

Series 63

Date: 10/22/1996

Series 6

Date: 9/24/1996

Current Firm

ROSE VALLEY ASSET MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ROSE VALLEY ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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