Elizabeth Bruer has been an investment adviser representative at Smith Bruer Advisors since January 2023, and is not listed among the firm’s executive officers or direct owners.
Smith Bruer Advisors, LLC is a Tallahassee, FL firm with $238M under management, 270 clients and 5 advisers across 3 offices, as of its March 2026 filing.
- Smith BruerCurrent– present · 3 yearsColorado Springs, CO · Adviser representative · Firm CRD 284508
Investment adviser representative registrations
Elizabeth Bruer is registered as an investment adviser representative in 3 states. The first approvals date from January 2023; the most recent is Texas, in February 2024.
- ColoradoSince 31 January 2023
- FloridaSince 11 March 2023
- TexasSince 7 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 December 2022 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7662226
- Firm
- Smith Bruer Advisors · CRD 284508
- Office
- 5825 DELMONICO DRIVE, SUITE 320, Colorado Springs, CO 80919
- Registration
- Investment adviser registration
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Elizabeth Bruer work?
Elizabeth Bruer is an investment adviser representative registered through Smith Bruer Advisors, LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Elizabeth Bruer a financial advisor?
Yes. Elizabeth Bruer has a current investment-adviser registration in Colorado, Florida and Texas, through Smith Bruer Advisors since January 2023.
How many years of experience does Elizabeth Bruer have?
Elizabeth Bruer has 3 years in the financial industry, since January 2023, across 1 adviser firm.
What exams has Elizabeth Bruer passed?
Elizabeth Bruer passed the Series 65 in December 2022.
Where is Elizabeth Bruer based?
Elizabeth Bruer’s registered office is in Colorado Springs, CO.
Is Elizabeth Bruer registered with FINRA?
No. Elizabeth Bruer has no current broker registration.
How can I verify Elizabeth Bruer’s record?
Search CRD 7662226 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Bruer’s full registration record.