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Eric Arthur Bruns

Eric A. Bruns

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CRD#: 6971792
Eric Arthur Bruns

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eric Arthur Bruns, CFP® was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 2018. Eric had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
(1) US Army Reserve - Lieutenant Colonel Address: West Palm Beach, FL Nature of the Business: Military Position/Title: Military Investment Related: No Start Date: 07/25/2017 Hours per month devoted to this business: 20 Hours per month devoted to this business during trading hours: 0 Description of duties: Commissioned officer responsible for training US Army Reserve headquarters units on mission command systems and practices.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2022

Experience

Past

January 30, 2025 - November 6, 2025

FORTIS WEALTH MANAGEMENT

RIA
CRD#: 268808
Palm Beach Gardens, FL
Past

June 25, 2021 - December 31, 2024

VANIR WEALTH STRATEGIES LLC

RIA
CRD#: 313866
Palm Beach Gardens, FL
Past

September 20, 2018 - March 18, 2021

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
PALM BEACH GARDENS, FL
Past

August 10, 2018 - March 18, 2021

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
PALM BEACH GARDENS, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/14/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/10/2018
General Securities Representative Examination

Current Firm

FW
FORTIS WEALTH MANAGEMENT
FORTIS WEALTH MANAGEMENT | FORTIS WEALTH MANAGEMENT LLC

CRD#: 268808 / SEC#:

California
Registered Investment Advisory firm - (10/30/2015 Approved)
Florida
Registered Investment Advisory firm - (9/16/2015 Approved)
Louisiana
Registered Investment Advisory firm - (9/29/2016 Approved)
North Carolina
Registered Investment Advisory firm - (9/28/2016 Approved)
Pennsylvania
Registered Investment Advisory firm - (4/13/2023 Approved)
Texas
Registered Investment Advisory firm - (5/1/2018 Conditional Restricted)
Virginia
Registered Investment Advisory firm - (9/4/2020 Approved)
Washington
Registered Investment Advisory firm - (9/17/2015 Approved)
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Contact information

Main Address
130 Calico Court, Boone, NC 28607
Mailing Address
Phone number
(888) 336-7847
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts561
AUM (Assets Under Management)$ 49,801,512

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

FORTIS WEALTH MANAGEMENT

CRD#: 268808

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