Bruce Ohrenich

STILLWATER PRIVATE WEALTH

GLEN MILLS, PA

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CRD#: 715394

Professional summary

Bruce Ohrenich, CFP® is a registered financial advisor currently at STILLWATER PRIVATE WEALTH located in Glen Mills, Pennsylvania.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Bruce has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

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 Bruce Ohrenich's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

January 28, 2026 - Present

STILLWATER PRIVATE WEALTH

RIA

CRD#: 339794

GLEN MILLS, PA

Past

July 13, 1992 - January 28, 2026

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

CONSHOHOCKEN, PA

Past

June 30, 1989 - January 28, 2026

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

October 28, 1986 - July 15, 1989

THOMSON MCKINNON SECURITIES INC.

CRD#: 829

NEW YORK, NY

Past

January 14, 1983 - November 3, 1986

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Past

March 31, 1982 - January 22, 1983

GRUNTAL & CO., L.L.C.

CRD#: 372

Past

April 30, 1981 - April 1, 1982

E. W. SMITH CO.

CRD#: 3431

Past

September 23, 1980 - May 30, 1981

FIRST JERSEY SECURITIES, INC.

CRD#: 6621

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

Pennsylvania
(1/28/2026)

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

Series 63

Date: 10/29/1980

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/1980

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/8/1995

General Securities Principal Examination

Current Firm

STILLWATER PRIVATE WEALTH

STILLWATER PRIVATE WEALTH | STILLWATER PRIVATE WEALTH, LLC

CRD#: 339794 / SEC#: 801-135081

RIA

Registered Investment Advisory firm - (1/2/2026 120-Day Approval)

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Contact information

Main Address

Glen Mills, PA

Mailing Address

Phone number

(610) 291-0232

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-2B (1/19/2026)

Red Flags

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

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Bruce Ohrenich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Ohrenich's CRS (Customer Relationship Summary).

Certified licenses

Experience

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

THOMSON MCKINNON SECURITIES INC.

CITIGROUP GLOBAL MARKETS INC.

GRUNTAL & CO., L.L.C.

E. W. SMITH CO.

FIRST JERSEY SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/29/1980

SIE

Date: 10/1/2018

Series 7

Date: 9/20/1980

Series 24

Date: 3/8/1995

Current Firm

STILLWATER PRIVATE WEALTH

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

STILLWATER PRIVATE WEALTH

TRUST BUT VERIFY

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