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CB

Christopher A. Brunger

BRUNGER FINANCIAL
San Rafael, CA
Some features on this profile are disabled
CRD#: 5880009
CB

Professional summary

Christopher A. Brunger is a registered financial advisor currently at BRUNGER FINANCIAL located in San Rafael, 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.
The advisor shows no other business activity.

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
San Rafael, 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)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/9/2011
Uniform Investment Adviser Law Examination

Current Firm

BF
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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts11
AUM (Assets Under Management)$ 18,988,863

Red Flags

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.

Company Information

BRUNGER FINANCIAL

CRD#: 170523San Rafael, CA

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