Bruderman Private Wealth
Firm details
- Headquarters
- Locust Valley, New York
- CRD number
- 323195
- Registered since
- September 30, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.66%
- Individuals8.79%
- Charitable Organizations2.55%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Bruderman Private Wealth is an independent, SEC‑registered RIA organized as an LLC and registered in 2022. The firm identifies itself as a capital allocator serving both individual/family and institutional clients. Its advisory services listed on filings include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Fee arrangements are flexible: percentage of AUM, hourly charges, and fixed fees are all used. The firm does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
- State & Local Bonds2%
- US Government Bonds1%
Contacts
3 of 3Joseph Bruderman
Financial AdvisorCRD 5151819
Robert Bruderman
Senior Vice PresidentCRD 843492
James Bruderman
PresidentCRD 2210472
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Locust Valley, NY
Nassau
Location
Locust Valley, NY
Headquartered in Locust Valley, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 113 Birch Hill Rd
- Time zone
- ET (UTC-5)
- Office locations
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