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Bruce L. Birger

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CRD#: 839812
BB

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.

Bruce Leslie Birger was a registered financial professional .

Bruce is a previously registered financial professional and started their career in finance in 1977. Bruce had worked at 5 firms and has passed the Series 65, Series 63, Series 3 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.
The advisor shows no other business activity.

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®
None

Experience


Past

October 19, 2010 - February 6, 2014

BIRGER CAPITAL MANAGEMENT

RIA
CRD#: 124364
BIRMINGHAM, MI
Past

July 31, 1993 - June 1, 1999

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 16, 1990 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

September 26, 1978 - May 17, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

July 1, 1977 - September 26, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

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
IAR
Series 65
Date: 10/6/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 3
Date: 11/20/1990
National Commodity Futures Examination
General Industry/Product Exam

Current Firm


BC
BIRGER CAPITAL MANAGEMENT
BIRGER CAPITAL MANAGEMENT | BIRGER CAPITAL MANAGEMENT, L.L.C.

CRD#: 124364 / SEC#:

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Contact information


Main Address
222 Merrill Street Suite 200, Birmingham, MI 48009
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


BIRGER CAPITAL MANAGEMENT

CRD#: 124364

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