Rene Bruer has been Managing Member of Smith Bruer Advisors since February 2015, is a control person of the firm and directly owns between 25% and 50% of it.
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.
Rene Bruer’s longest registration is the current one, 10 years at Smith Bruer Advisors since 2016. Before joining Smith Bruer Advisors in 2016, Rene Bruer was registered through Partnervest Advisory Services LLC and Invest Financial Corporation.
- Smith BruerCurrent– present · 10 yearsColorado Springs, CO · Adviser representative · Firm CRD 284508
- Partnervest Advisory Services LLC– · 1 yearTallahassee, FL · Adviser representative · Firm CRD 113621
- Invest Financial Corporation– · 6 yearsTallahassee, FL · Adviser representative · Firm CRD 12984
- Thrivent Investment Management Inc.– · under a yearTallahassee, FL · Adviser representative · Firm CRD 18387
Investment adviser representative registrations
Rene Bruer is registered as an investment adviser representative in 2 states. The first approvals date from August 2016; the most recent is Colorado, in June 2019.
- ColoradoSince 25 June 2019
- FloridaSince 19 August 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 August 2007 |
| Series 7 | General Securities Representative Examination | 31 July 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Rene Louis Bruer
- CRD
- 5354585
- Firm
- Smith Bruer Advisors · CRD 284508
- Role
- Managing Member
- Office
- 5825 DELMONICO DRIVE, SUITE 320, Colorado Springs, CO 80919
- Registration
- Investment adviser registration
- In the industry since
- September 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Rene Bruer work?
Rene Bruer has been Managing Member of Smith Bruer Advisors, LLC since February 2015, and is a control person of the firm.
Is Rene Bruer a financial advisor?
Yes. Rene Bruer has a current investment-adviser registration in Colorado and Florida, through Smith Bruer Advisors since August 2016.
How many years of experience does Rene Bruer have?
Rene Bruer has 19 years in the financial industry, since September 2007, across 4 adviser firms.
What exams has Rene Bruer passed?
Rene Bruer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2007. FINRA credited Rene Bruer with the SIE, which began in October 2018.
Where did Rene Bruer work before Smith Bruer Advisors?
Before Smith Bruer Advisors, Rene Bruer was registered through Invest Financial Corporation, March 2008 to February 2015; Thrivent Investment Management Inc., August 2007 to March 2008.
Where is Rene Bruer based?
Rene Bruer’s registered office is in Colorado Springs, CO.
Is Rene Bruer registered with FINRA?
No. Rene Bruer has no current broker registration.
How can I verify Rene Bruer’s record?
Search CRD 5354585 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rene Bruer’s full registration record.