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Marc Bruger

Director at Constellation Investments

No current adviser or broker registration

Marc Bruger is Director of Constellation Investments, Inc., a Montgomery investment adviser managing $31.5B. Marc Bruger has passed the Series 7, Series 79 and Series 63.

3
Licensing exams

From the IAPD record · data retrieved 17 October 2026 · page updated 20 October 2026SEC record

Career

Marc Bruger has been Director of Constellation Investments since September 2024. Marc Bruger is not listed as a control person, but directly owns under 5% of the firm.

Constellation Investments, Inc. is a Montgomery, OH firm with $31.5B under management, 14 clients and 8 advisers in one office, as of its March 2026 filing.

No adviser firm registrations are on Marc Bruger’s record.

Credentials and registrations

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 637 October 2014
Name
Uniform Securities Agent State Law Examination
Series 798 November 2013
Name
Investment Banking Registered Representative Examination
Series 714 October 1998
Name
General Securities Representative Examination

Individual record

Full name
Marc Ari Bruger
CRD
3120145

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Marc Bruger work?

Marc Bruger has been Director of Constellation Investments, Inc. since September 2024.

Source: Form ADV, Schedule A, filed 31 March 2026

Does Marc Bruger have a current investment-adviser registration?

Marc Bruger has no current investment-adviser or broker registration.

Source: IAPD individual record, checked 17 October 2026

What exams has Marc Bruger passed?

Marc Bruger has passed 3 licensing exams: the Series 7, Series 79 and Series 63. The earliest, the Series 7, was passed in October 1998. FINRA credited Marc Bruger with the SIE, which began in October 2018.

Source: IAPD individual record, checked 17 October 2026

Leadership at Constellation Investments

Sources

  1. IAPD individual record, CRD 3120145. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Constellation Investments, Inc., filed 31 March 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

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