Joseph G. Sunderman
Professional summary
Joseph Gerard Sunderman JR., who also goes by Joe Gerard Sunderman, Joeseph Gerard Sunderman Jr., is a registered financial advisor currently at BRUIN CAPITAL ALLOCATION, LLC located in Cincinnati, Ohio.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Joseph has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Gerard Sunderman JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
September 16, 2015 - Present
BRUIN CAPITAL ALLOCATION, LLC
Office #1: 602 Main Street Suite 700, Cincinnati, OH 45202July 12, 2012 - July 31, 2015
RKCA, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/16/2015)
Exams
Current Firm
BRUIN CAPITAL ALLOCATION, LLC
CRD#: 169035 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 10,500,000 |
Red Flags
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Company Information
BRUIN CAPITAL ALLOCATION, LLC
CRD#: 169035Cincinnati, OH 45202TRUST BUT VERIFY
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