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Lance Drucker

DRUCKER WEALTH, LLC·WOODCLIFF LAKE, New Jersey
SIE, Series 6, Series 7, Series 63ChFC22 years registeredDRUCKER WEALTH, LLC
110 WINDING WAY, WOODCLIFF LAKE, NJ 07677CRD# 1405843Firm CRD# 328909

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lance Drucker · WOODCLIFF LAKE, NJ
Registration
CRD #1405843 · DRUCKER WEALTH, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

Feb 2024present
Jan 2004Feb 2024
NEW YORK, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Registration record
First registered · January 21, 2004
Years registered · 22
Professional designation · ChFC
03

Disclosure History

2018Customer Dispute·Denied
2004Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
DRUCKER WEALTH 3.0, LLC
CRD 328909 · SEC 801-129473
AUM
$663M
Regulatory assets under management
Employees
12
2,863 client accounts
Services offered by DRUCKER WEALTH 3.0, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Lance Drucker offer?
Lance Drucker specializes in Financial Planning, Investment Management. Contact their office in WOODCLIFF LAKE, New Jersey for a consultation.
What are Lance Drucker's credentials?
Lance Drucker holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Lance Drucker located?
Lance Drucker is based in WOODCLIFF LAKE, New Jersey, working with DRUCKER WEALTH, LLC. Their office serves clients in the WOODCLIFF LAKE metropolitan area and surrounding communities.
How does Lance Drucker charge for services?
Lance Drucker's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DRUCKER WEALTH, LLC?
DRUCKER WEALTH, LLC has approximately 12 employees and manages $663M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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