Frederick P Bruenner
Professional Summary
Frederick P Bruenner, who also goes by Frederick Bruenner, Ted Bruenner, is a registered financial advisor currently at FORT POINT CAPITAL PARTNERS LLC located in Narberth, Pennsylvania and UHLMANN PRICE SECURITIES, LLC located in Skokie, Illinois. Frederick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Frederick has worked at 4 firms and has passed the Series 63, SIE, Series 82 and Series 3...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Frederick Bruenner, Ted Bruenner
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Videos & Posts
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Contact Information
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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
27 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
FORT POINT CAPITAL PARTNERS LLC
Contact Information
Main Address
Three Embarcadero Center, Suite 2350, San Francisco, CA 94111Phone Number
(415) 449-0570# of Employees
32SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,918AUM (Assets Under Management)
$2,894,516,636Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | Cover Page | Report |
| 11/20/2024 | Cover Page | Report |
| 04/26/2024 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
FORT POINT CAPITAL PARTNERS LLC
State Registrations and Notice Filings
(2/7/2024)
(2/7/2024)
(2/7/2024)
(2/7/2024)
(2/7/2024)
(9/4/2024)
(2/11/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82 — Limited Representative-Private Securities Offerings
Passed Dec 2016About the Series 82 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Frederick P Bruenner's CRS (Customer Relationship Summary).
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