AdvisorOS Directory
Claim Profile
Unclaimed Profile
MB

Marc Ari Bruger

CONSTELLATION INVESTMENTS, INC.·MONTGOMERY, Ohio
SIE, Series 7, Series 63, Series 79Clean recordCONSTELLATION INVESTMENTS, INC.
ONE FINANCIAL WAY, MONTGOMERY, OH 45242CRD# 3120145Firm CRD# 107528

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marc Ari Bruger · MONTGOMERY, OH
Registration
CRD #3120145 · CONSTELLATION INVESTMENTS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 79
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CONSTELLATION INVESTMENTS, INC.
CRD 107528 · SEC 801-51396
AUM
$11.7B
Regulatory assets under management
Employees
21
2 client accounts
Services offered by CONSTELLATION INVESTMENTS, INC.
Per Form ADV
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at CONSTELLATION INVESTMENTS, INC. →
Introduction

Speak with Marc

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

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

Looking for a financial advisor in MONTGOMERY?

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

Browse MONTGOMERY AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Marc Ari Bruger offer?
Marc Ari Bruger specializes in Investment Management, Wealth Management. Contact their office in MONTGOMERY, Ohio for a consultation.
What are Marc Ari Bruger's credentials?
Marc Ari Bruger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Ari Bruger located?
Marc Ari Bruger is based in MONTGOMERY, Ohio, working with CONSTELLATION INVESTMENTS, INC.. Their office serves clients in the MONTGOMERY metropolitan area and surrounding communities.
How does Marc Ari Bruger charge for services?
Marc Ari Bruger's firm is compensated through percentage of aum, other: reimbursed expenses and paid actual costs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONSTELLATION INVESTMENTS, INC.?
CONSTELLATION INVESTMENTS, INC. has approximately 21 employees and manages $11.7B 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 →

Other Advisors at CONSTELLATION INVESTMENTS, INC.

William John Hilbert
MONTGOMERY, OH
Barbara Ann Turner
MONTGOMERY, OH
John Keith Dwyer
MONTGOMERY, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (430)COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)DUBLIN (50)AKRON (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)
City Guides
CINCINNATI GuideCOLUMBUS GuideCLEVELAND GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile