Christopher A. Brunger

BRUNGER FINANCIAL

BERKELEY, CA

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CRD#: 5880009

Professional summary

Christopher A. Brunger is a registered financial advisor currently at BRUNGER FINANCIAL located in Berkeley, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Christopher has worked at 2 firms and has passed the Series 65 exam.

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.

I CURRENTLY WORK WITH TWO FIRMS, BRUNGER CONSULTING LLC AND PODS RESEARCH LLC, FOCUSED ON THE OPERATIONS SIDE OF THE AIRLINE INDUSTRY. NEITHER FIRM HAS ANY INVESTMENT FUNCTIONS. MY DUTIES INCLUDE BASIC CORPORATE FUNCTIONS AND OCCASIONAL PROJECT WORK. AT PRESENT, I SPEND UP TO FIVE HOURS PER MONTH ON THE TWO FIRMS, ENTIRELY OUTSIDE OF SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher A. Brunger'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

August 1, 2014 - Present

BRUNGER FINANCIAL

RIA

CRD#: 170523

BERKELEY, CA

Past

March 10, 2011 - July 18, 2013

BROIDY WEALTH ADVISORS, LLC

RIA

CRD#: 155615

EAST AURORA, NY

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

California
(2/23/2015)

IAR

Texas
(8/1/2014)

IAR

Virginia
(3/11/2015)

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: 3/9/2011

Uniform Investment Adviser Law Examination

Current Firm

BRUNGER FINANCIAL

BRUNGER FINANCIAL | BRUNGER FINANCIAL LLC

CRD#: 170523 / SEC#:

California

Registered Investment Advisory firm - (2/23/2015 Approved)

Texas

Registered Investment Advisory firm - (8/1/2014 Approved)

Virginia

Registered Investment Advisory firm - (3/11/2015 Approved)

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Contact information

Main Address

San Rafael, CA

Mailing Address

Phone number

(415) 568-0489

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 14,710,870

Red Flags

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

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Christopher A. Brunger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher A. Brunger's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRUNGER FINANCIAL

BROIDY WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/9/2011

Current Firm

BRUNGER FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRUNGER FINANCIAL

TRUST BUT VERIFY

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