DB
Douglas N. Bruner
&PARTNERS
Leesville, SC 29070
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CRD#: 6567882
DB
Douglas Nease Bruner III&PARTNERS
Professional summary
Douglas Nease Bruner III, who also goes by Douglas Nease Bruner, Trey Bruner, is a registered financial advisor currently at &PARTNERS located in Leesville, South Carolina.
Douglas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Douglas has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Aliases
Douglas Nease Bruner | Trey Bruner
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.
US ARMY RESERVE POSITION: Officer in Charge NATURE: Military Service-US Army Reserves INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 06/28/2023 ADDRESS: Ft. Jackson SC 29207, United States DESCRIPTION: Officer-in-charge of 120-person company level echelon B-L GREENLAWN LLC POSITION: Co-Owner NATURE: Expenses and owns commercial real estate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 10/29/2020 ADDRESS: Leesville SC 29070, United States DESCRIPTION: Use of real estate to facilitate financial advisory practice provides financial advisory practice services to retail clients. BRUNER PRESS INC. POSITION: Owner NATURE: 100 yr old family business in newspaper/advertising INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2013 ADDRESS: Batesburg SC 29006, United States DESCRIPTION: Acting as a consultant with 2 hours per week during non-trading hours. As of 6/9/2025 moved from 100% down 1% beneficial owner. COMMERCIAL RENTAL PROPERTY POSITION: Owner NATURE: Commercial Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 12/16/2019 ADDRESS: Batesburg, SC 29006, United States DESCRIPTION: Management of Property COMMERCIAL RENTAL PROPERTY POSITION: Owner NATURE: Commercial Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 6 START DATE: 11/22/2013 ADDRESS: Batesburg, SC 29006, United States DESCRIPTION: Management of Property
CRS (Client Relationship Summary) - RIA
Click below to view Douglas Nease Bruner III's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Douglas Nease Bruner III'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®
NoneExperience
Current
February 5, 2026 - Present
&PARTNERS
Office #1: 418 East Railroad Ave., Leesville, SC 29070RIA
BD
CRD#: 3767
Leesville, SC
Current
February 5, 2026 - Present
&PARTNERS
Office #1: 418 East Railroad Ave., Leesville, SC 29070RIA
BD
CRD#: 3767
Leesville, SC
Past
September 4, 2020 - February 10, 2026
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Leesville, SC
Past
September 4, 2020 - February 10, 2026
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Leesville, SC
Past
April 1, 2016 - September 9, 2020
EDWARD JONES
RIA
CRD#: 250
Batesburg-Leesville, SC
Past
December 3, 2015 - September 9, 2020
EDWARD JONES
BD
CRD#: 250
Batesburg-Leesville, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
&PARTNERS
&PARTNERS | ZINN WEALTH MANAGEMENT | ZAMBROSKI-POLSON WEALTH ADVISORS | WISEPATH WEALTH MANAGEMENT | WISE & PARTNERS | WILTON SPRINGS FINANCIAL | WILTON SPRINGS | WILLOWSTONE WEALTH MANAGEMENT | WILEY BROS.-AINTREE, LLC | WILEY BROS.-AINTREE CAPITAL, LLC | WILEY BROS.-AINTREE CAPITAL | WILEY BROS. INC. | WILEY BROS. - AINTREE CAPITAL | WEST FINANCIAL GROUP | WAVEWOOD PRIVATE WEALTH | VON HELLENS &PARTNERS | VIRIBUS WEALTH MANAGEMENT | UNNERSTALL WEALTH MANAGEMENT | TUCKAWAY CAPITAL &PARTNERS | TRIUNE WEALTH MANAGEMENT | TRILLIUM WEALTH | TRIDENT WEALTH MANAGEMENT GROUP | THOMPSON WEALTH MANAGEMENT | THIRD COAST WEALTH PLANNING | THE NORTHSHORE GROUP | THE KERRIGAN GROUP | THE JORDANICH GROUP | THE JOHNSON-STRNADEL GROUP | THE DONOHUE GROUP | THAMES PRIVATE WEALTH STRATEGIES | TEDERS & QUAKENBUSH WEALTH MANAGEMENT GROUP | TEAGLE WEALTH | SWARTZENTRUBER WEALTH MANAGEMENT | STREAMLINE PRIVATE WEALTH | STILES FINANCIAL | STEELCREST INVESTMENT STRATEGIES | STANFORD WEALTH MANAGEMENT GROUP | STANFORD WEALTH MANAGEMENT | SJ MARTIN WEALTH MANAGEMENT | SHICK WEALTH MANAGEMENT | SCHMIEDBAUER INVESTMENTS &PARTNERS | ROY, TEDESCHI, SCHMIDT PRIVATE WEALTH | ROOKS&PARTNERS | ROOKS &PARTNERS - INVERNESS, FL | RIVERLINE WEALTH | RIAZZI, RHYNE & SWAIM INVESTMENT GROUP | PRAIRIE HERITAGE FINANCIAL | POWER 5 PALESTINE, TX | POWER 5 FINANCIAL | POWER 5 - TYLER TX | POWER 5 - PALESTINE TX | POWER 5 - OLYMPIA, WA | POWER 5 - OLYMPIA WA | PLAIDSKY ADVISORS | PARSONS FINANCIAL | PARADYM WEALTH MANAGEMENT | PALMETTO FINANCIAL ADVISORS | PALM SHORES WEALTH | ONE PRIVATE WEALTH | NORTH LAKE WEALTH ADVISORS | NOBLES GROOMS WEALTH ADVISORS | MERIDIAN WEALTH MANAGEMENT | MARTIN WRIGHT GROUP | MARSTELLER WEALTH / TEAGLE WEALTH/ COMPTON WEALTH / KLEINSCHUSTER WEALTH MANAGEMENT | MARSTELLER WEALTH | MARNE WEALTH MANAGEMENT | MANNEN FINANCIAL GROUP | M.T. WALDRON ADVISORS | M. BENNETT FINANCIAL GROUP | LUMITAS WEALTH STRATEGIES | LODGEVIEW WEALTH ADVISORS | LINKS PRIVATE WEALTH | LIGHTFOOT FINANCIAL GROUP | LANG INVESTMENT GROUP | KLEINSCHUSTER WEALTH MANAGEMENT | JW WEALTH MANAGEMENT | JOHNSTON WEALTH MANAGEMENT | IVY CREST WEALTH MANAGEMENT | INDIGO ADVISORS | HERITAGE LAKE ADVISORS | HELIX PRIVATE WEALTH | HEARTWOOD FINANCIAL GROUP | HARVEST POINT WEALTH ADVISORS | HAMPTON LANHAM GROUP | GUIDENT WEALTH MANAGEMENT | GOLD KEY PRIVATE WEALTH | GERARDI WEALTH MANAGEMENT | GELLER PRIVATE WEALTH | FOUR CORNERS WEALTH | FORGE POINT ADVISORS | FOCUS CAPITAL PARTNERS PRIVATE WEALTH | FOCUS CAPITAL PARTNERS | FIRST SERVANT WEALTH MANAGEMENT | FIRST KEYSTONE WEALTH MANAGEMENT | ENTANDEM WEALTH ADVISORS | ENSEMBLE WEALTH PLANNING | ELEVISION WEALTH MANAGEMENT | ELEIVA FINANCIAL | DRH WEALTH MANAGEMENT | DELUCA FINANCIAL STRATEGIES | DAVIDSON WEALTH MANAGEMENT | CRESTVIEW CAPITAL ADVISORS | CREECH SCHWARTZ WEALTH MANAGEMENT | CREECH SCHWARTZ PRIVATE MANAGEMENT GROUP | CRAIGER WEALTH MANAGEMENT | COTTAGE WEALTH ADVISORS | CORIOLIS WEALTH MANAGEMENT | COMPTON WEALTH | CIRCLEPOINT FINANCIAL | CENTERCOAST PRIVATE WEALTH | CARVE ADVISORS | CAPONE &PARTNERS | CANYON RIVER WEALTH PLANNING | BROADCLOTH WEALTH | BRIO WEALTH SOLUTIONS - BOBBI BOSTICK | BRIO WEALTH SOLUTIONS | BRIDGEWATER PRIVATE WEALTH | BRIDGEMILL PRIVATE WEALTH | BLACKLOCK WEALTH MANAGEMENT | BASE CAPITAL PARTNERS | ARROWOOD CAPITAL | ARROWHEAD PRIVATE WEALTH | ARBOR ROW ADVISORS | ARBOR AVENUE PRIVATE WEALTH | APRICITY ADVISORS | ALETHEIA CAPITAL GROUP | ALDERSTONE WEALTH MANAGEMENT | AGAPE WEALTH STRATEGIES | AERIAL WEALTH ADVISORS | 49 NORTH ADVISORS | 26EAST PRIVATE WEALTH | 1854 CAPITAL MANAGEMENT | 1828 CAPITAL | &PARTNERS OSJ AND MARTIN WRIGHT GROUP
CRD#: 3767 / SEC#: 801-37145, 8-3774
RIA
Registered Investment Advisory firm - SEC (10/25/1990 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/5/2026)
RR
Arizona(2/5/2026)
RR
California(2/5/2026)
RR
Colorado(2/5/2026)
RR
Connecticut(2/5/2026)
RR
Florida(2/5/2026)
RR
Georgia(2/5/2026)
RR
Illinois(2/5/2026)
RR
Indiana(2/5/2026)
RR
Kansas(2/5/2026)
RR
Kentucky(2/5/2026)
RR
Louisiana(2/5/2026)
RR
Maine(2/5/2026)
RR
Maryland(2/5/2026)
RR
Massachusetts(2/5/2026)
RR
Michigan(2/5/2026)
RR
Minnesota(2/5/2026)
RR
Nebraska(2/5/2026)
RR
New York(2/5/2026)
RR
North Carolina(2/5/2026)
RR
Ohio(2/5/2026)
RR
Oregon(2/5/2026)
RR
Pennsylvania(2/5/2026)
RR
South Carolina(2/5/2026)
IAR
South Carolina(2/5/2026)
RR
Tennessee(2/5/2026)
RR
Texas(2/5/2026)
IAR
Texas(2/5/2026)
RR
Utah(2/5/2026)
RR
Virginia(2/5/2026)
RR
Washington(2/5/2026)
RR
West Virginia(2/5/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
&PARTNERS
&PARTNERS | ZINN WEALTH MANAGEMENT | ZAMBROSKI-POLSON WEALTH ADVISORS | WISEPATH WEALTH MANAGEMENT | WISE & PARTNERS | WILTON SPRINGS FINANCIAL | WILTON SPRINGS | WILLOWSTONE WEALTH MANAGEMENT | WILEY BROS.-AINTREE, LLC | WILEY BROS.-AINTREE CAPITAL, LLC | WILEY BROS.-AINTREE CAPITAL | WILEY BROS. INC. | WILEY BROS. - AINTREE CAPITAL | WEST FINANCIAL GROUP | WAVEWOOD PRIVATE WEALTH | VON HELLENS &PARTNERS | VIRIBUS WEALTH MANAGEMENT | UNNERSTALL WEALTH MANAGEMENT | TUCKAWAY CAPITAL &PARTNERS | TRIUNE WEALTH MANAGEMENT | TRILLIUM WEALTH | TRIDENT WEALTH MANAGEMENT GROUP | THOMPSON WEALTH MANAGEMENT | THIRD COAST WEALTH PLANNING | THE NORTHSHORE GROUP | THE KERRIGAN GROUP | THE JORDANICH GROUP | THE JOHNSON-STRNADEL GROUP | THE DONOHUE GROUP | THAMES PRIVATE WEALTH STRATEGIES | TEDERS & QUAKENBUSH WEALTH MANAGEMENT GROUP | TEAGLE WEALTH | SWARTZENTRUBER WEALTH MANAGEMENT | STREAMLINE PRIVATE WEALTH | STILES FINANCIAL | STEELCREST INVESTMENT STRATEGIES | STANFORD WEALTH MANAGEMENT GROUP | STANFORD WEALTH MANAGEMENT | SJ MARTIN WEALTH MANAGEMENT | SHICK WEALTH MANAGEMENT | SCHMIEDBAUER INVESTMENTS &PARTNERS | ROY, TEDESCHI, SCHMIDT PRIVATE WEALTH | ROOKS&PARTNERS | ROOKS &PARTNERS - INVERNESS, FL | RIVERLINE WEALTH | RIAZZI, RHYNE & SWAIM INVESTMENT GROUP | PRAIRIE HERITAGE FINANCIAL | POWER 5 PALESTINE, TX | POWER 5 FINANCIAL | POWER 5 - TYLER TX | POWER 5 - PALESTINE TX | POWER 5 - OLYMPIA, WA | POWER 5 - OLYMPIA WA | PLAIDSKY ADVISORS | PARSONS FINANCIAL | PARADYM WEALTH MANAGEMENT | PALMETTO FINANCIAL ADVISORS | PALM SHORES WEALTH | ONE PRIVATE WEALTH | NORTH LAKE WEALTH ADVISORS | NOBLES GROOMS WEALTH ADVISORS | MERIDIAN WEALTH MANAGEMENT | MARTIN WRIGHT GROUP | MARSTELLER WEALTH / TEAGLE WEALTH/ COMPTON WEALTH / KLEINSCHUSTER WEALTH MANAGEMENT | MARSTELLER WEALTH | MARNE WEALTH MANAGEMENT | MANNEN FINANCIAL GROUP | M.T. WALDRON ADVISORS | M. BENNETT FINANCIAL GROUP | LUMITAS WEALTH STRATEGIES | LODGEVIEW WEALTH ADVISORS | LINKS PRIVATE WEALTH | LIGHTFOOT FINANCIAL GROUP | LANG INVESTMENT GROUP | KLEINSCHUSTER WEALTH MANAGEMENT | JW WEALTH MANAGEMENT | JOHNSTON WEALTH MANAGEMENT | IVY CREST WEALTH MANAGEMENT | INDIGO ADVISORS | HERITAGE LAKE ADVISORS | HELIX PRIVATE WEALTH | HEARTWOOD FINANCIAL GROUP | HARVEST POINT WEALTH ADVISORS | HAMPTON LANHAM GROUP | GUIDENT WEALTH MANAGEMENT | GOLD KEY PRIVATE WEALTH | GERARDI WEALTH MANAGEMENT | GELLER PRIVATE WEALTH | FOUR CORNERS WEALTH | FORGE POINT ADVISORS | FOCUS CAPITAL PARTNERS PRIVATE WEALTH | FOCUS CAPITAL PARTNERS | FIRST SERVANT WEALTH MANAGEMENT | FIRST KEYSTONE WEALTH MANAGEMENT | ENTANDEM WEALTH ADVISORS | ENSEMBLE WEALTH PLANNING | ELEVISION WEALTH MANAGEMENT | ELEIVA FINANCIAL | DRH WEALTH MANAGEMENT | DELUCA FINANCIAL STRATEGIES | DAVIDSON WEALTH MANAGEMENT | CRESTVIEW CAPITAL ADVISORS | CREECH SCHWARTZ WEALTH MANAGEMENT | CREECH SCHWARTZ PRIVATE MANAGEMENT GROUP | CRAIGER WEALTH MANAGEMENT | COTTAGE WEALTH ADVISORS | CORIOLIS WEALTH MANAGEMENT | COMPTON WEALTH | CIRCLEPOINT FINANCIAL | CENTERCOAST PRIVATE WEALTH | CARVE ADVISORS | CAPONE &PARTNERS | CANYON RIVER WEALTH PLANNING | BROADCLOTH WEALTH | BRIO WEALTH SOLUTIONS - BOBBI BOSTICK | BRIO WEALTH SOLUTIONS | BRIDGEWATER PRIVATE WEALTH | BRIDGEMILL PRIVATE WEALTH | BLACKLOCK WEALTH MANAGEMENT | BASE CAPITAL PARTNERS | ARROWOOD CAPITAL | ARROWHEAD PRIVATE WEALTH | ARBOR ROW ADVISORS | ARBOR AVENUE PRIVATE WEALTH | APRICITY ADVISORS | ALETHEIA CAPITAL GROUP | ALDERSTONE WEALTH MANAGEMENT | AGAPE WEALTH STRATEGIES | AERIAL WEALTH ADVISORS | 49 NORTH ADVISORS | 26EAST PRIVATE WEALTH | 1854 CAPITAL MANAGEMENT | 1828 CAPITAL | &PARTNERS OSJ AND MARTIN WRIGHT GROUP
CRD#: 3767 / SEC#: 801-37145, 8-3774
RIA
Registered Investment Advisory firm - SEC (10/25/1990 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information
Main Address
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215
Mailing Address
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215
Phone number
(615) 255-6431
Established
Tennessee since 12/07/1995
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
703
SEC notice filing (51 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMPERSAND PARTNERS, LLC | OWNER | |
| ALEXANDER, JOHN W | CO-PRESIDENT | 2327561 |
| COOPER, CHYRLAN ELIZABETH | COO | 4160240 |
| IDOL, KALEY PORTER | CHIEF COMPLIANCE OFFICER | 6950052 |
| KOWACH, DAVID JOHN | CEO | 2154665 |
| NELSON, RICHARD SCOTT | CFO | 5014790 |
| SCHALLER, MICHAEL CHRISTOPHER | CONTROLLER/FINOP | 5899085 |
| STEVENS, ALYSON MENCIO | CHIEF COMPLIANCE OFFICER - ADVISORY BUSINESS | 5451096 |
| WILEY III, DAVID WARREN III | CO-PRESIDENT | 720094 |
Regulatory assets under management
| Total Number of Accounts | 62,194 |
| AUM (Assets Under Management) | $ 30,268,689,798 |
Disclosures
| Regulatory Event | 5 |
| Arbitration | 4 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/19/2025 | ||
| 04/29/2025 | ||
| 12/29/2023 |
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.
