Unclaimed Profile

Rene Louis Bruer

SMITH BRUER ADVISORS, LLC·TALLAHASSEE, Florida

SIE, Series 7, Series 66Clean record18 years registeredSMITH BRUER ADVISORS, LLC

1700 SUMMIT LAKE DRIVE, TALLAHASSEE, FL 32317CRD# 5354585Firm CRD# 284508

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rene Louis Bruer · TALLAHASSEE, FL

Registration

CRD #5354585 · SMITH BRUER ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

SMITH BRUER

Aug 2016 – present

PARTNERVEST ADVISORY SERVICES LLC

Feb 2015 – Sep 2016

TALLAHASSEE, FL

INVEST FINANCIAL CORPORATION

Mar 2008 – Feb 2015

TALLAHASSEE, FL

THRIVENT INVESTMENT MANAGEMENT INC.

Aug 2007 – Mar 2008

TALLAHASSEE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 27, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SMITH BRUER ADVISORS, LLC

CRD 284508 · SEC 801-116727

AUM

$160M

Regulatory assets under management

Employees

370 client accounts

Services offered by SMITH BRUER ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SMITH BRUER ADVISORS, LLC →

Introduction

Speak with Rene

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Rene is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TALLAHASSEE?

Browse all registered financial advisors in TALLAHASSEE, Florida or claim this profile if it's yours.

Browse TALLAHASSEE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Rene Louis Bruer offer?

Rene Louis Bruer specializes in Investment Management, Fee-Only Advisory. Contact their office in TALLAHASSEE, Florida for a consultation.

What are Rene Louis Bruer's credentials?

Rene Louis Bruer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rene Louis Bruer located?

Rene Louis Bruer is based in TALLAHASSEE, Florida, working with SMITH BRUER ADVISORS, LLC. Their office serves clients in the TALLAHASSEE metropolitan area and surrounding communities.

How does Rene Louis Bruer charge for services?

Rene Louis Bruer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SMITH BRUER ADVISORS, LLC?

SMITH BRUER ADVISORS, LLC has approximately 6 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →