Frederick Bruenner is a CFA-designated registered investment advisor, based in Narberth, PA, with 14 years of industry experience.
Location
Narberth, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frederick is a partner and portfolio manager at Fort Point Capital Partners LLC, dedicating a significant amount of time to sourcing managers, conducting due diligence, constructing portfolios, providing reporting updates, and serving on the investment committee. He is also the managing member of Fritz Herman LLC, a family and friends LLC holding a passive investment, requiring minimal time commitment.
Employment History
Current Registrations
Uhlmann Price Securities, LLCBroker
Uhlmann Price Securities, LLC
Fort Point Capital Partners LLC
Previous Registrations
Gordian Investments, LLCBroker
Gordian Investments, LLCBroker
Fort Point Capital Partners LLC
Cypress Point Capital Management, LLC
State Registrations6 states
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