Bruce Rudenberg

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Miami, FL
• 11/2016 → 06/2020
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 06/2020 → Present
  Wells Fargo Advisors Financial Network, Llc
  Miami, FL

Previous Registrations

• 2009-04-27 → 2020-06-04
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 2002-06-03 → 2009-05-12
  Ubs International Inc.
  Miami, FL
  Miami, FL
• 1995-01-28 → 2002-06-01
  Ubs Financial Services Inc.
  Miami, FL

Other Businesses

BARBGR, LLC; INVESTMENT RELATED; MIAMI,FL; 69% OWNERSHIP; START DATE 06/08/2020; NUMBER OF HOURS PER MONTH 200; NUMBER OF HOURS DURING TRADING 10; OWNER OF FINET PRACTICE. CHITOWNRUDEY, LLC; INVESTMENT RELATED; MIAMI,FL; 100% OWNERSHIP; START DATE 03/01/2021; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; PASS THROUGH FOR FINET PRACTICE. BARBGR 401K PROFIT SHARING PSP; CASH BALANCE PLAN DBP, 401K FBO SELF & ASSOCIATES; INV. RELATED; MIAMI, FL; CO-TRUSTEE; FINET PRACTICE 401K; START DATE 12/2020 & 3/2021; 1 HR PER MONTH; 0 HRS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-03-16
• S63 Uniform Securities Agent State Law Examination
  1989-10-10

Other Names

• Bruce Alan Rudenberg