Ross Bruner has been an investment adviser representative at Woodstock Wealth Management since June 2018, and is not listed among the firm’s executive officers or direct owners.
Woodstock Wealth Management, Inc. is a Woodstock, GA firm with $727M under management, 1,586 clients and 26 advisers across 26 offices, as of its April 2026 filing.
Ross Bruner’s longest registration is the current one, 8 years at Woodstock Wealth Management since 2018. Before joining Woodstock Wealth Management in 2018, Ross Bruner was registered through Woodstock Financial Group, Inc.
- – present · 8 yearsScottsdale, AZ · Adviser representative · Firm CRD 283472
- Woodstock Financial Group, Inc.– · 3 yearsScottsdale, AZ · Adviser representative · Firm CRD 38095
Investment adviser representative registrations
Ross Bruner is registered as an investment adviser representative in 2 states. The first approvals date from June 2018; the most recent is Washington, in November 2018.
- ArizonaSince 11 June 2018
- WashingtonSince 7 November 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 23 February 2015 |
| Series 7 | General Securities Representative Examination | 16 August 1986 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 May 1982 |
| Series 2 | Non-Member General Securities Examination | 1 May 1982 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Non-Member General Securities Examination
- Full name
- Ross Edwards Bruner
- CRD
- 1208249
- Firm
- Woodstock Wealth Management · CRD 283472
- Office
- 13467 E Summit Dr, Scottsdale, AZ 85259
- Registration
- Investment adviser registration
- In the industry since
- October 1983
- Disciplinary history
- Not yet shown here · SEC record
Where does Ross Bruner work?
Ross Bruner is an investment adviser representative registered through Woodstock Wealth Management, Inc. since June 2018, and is not listed among the firm’s executive officers or direct owners.
Is Ross Bruner a financial advisor?
Yes. Ross Bruner has a current investment-adviser registration in Arizona and Washington, through Woodstock Wealth Management since June 2018.
How many years of experience does Ross Bruner have?
Ross Bruner has 43 years in the financial industry, since October 1983, across 2 adviser firms.
What exams has Ross Bruner passed?
Ross Bruner has passed 4 licensing exams: the Series 2, Series 63, Series 7 and Series 65. The earliest, the Series 2, was passed in May 1982. FINRA credited Ross Bruner with the SIE, which began in October 2018.
Where is Ross Bruner based?
Ross Bruner’s registered office is in Scottsdale, AZ.
Is Ross Bruner registered with FINRA?
No. Ross Bruner has no current broker registration.
How can I verify Ross Bruner’s record?
Search CRD 1208249 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ross Bruner’s full registration record.