Frederick Bruenner (CRD# 3215421) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in Narberth, PA and has over 7 years of experience in the finance industry.
CRD# 3017990
Lincoln Investment
CRD# 1034308
Mml Investors Services, LLC
CRD# 1269596
Spc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Uhlmann Price Securities, LLC | San Francisco, CA | Jan 2024 - Current | < 1 |
| Fort Point Capital Partners, LLC | San Francisco, CA | Jan 2018 - Current | 6 |
| Gordian Investments, LLC | Walnut Creek, CA | Jan 2020 - Dec 2023 | 3 |
| Gordian Investments, LLC | San Francisco, CA | Oct 2016 - Nov 2018 | 2 |
| Cypress Point Solutions | San Francisco, CA | Dec 2011 - Dec 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2017 |
- CA
-
Total Assets Under Management1,491MILLIONS
-
Total Number of Accounts1,150ACCOUNTS
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Average Account Value$1,296,727
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OK, OR, SC, TN, TX, UT, VA, WA, WI, WY
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