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James Matthew Bruderman

J.M. BRUDERMAN & COMPANY, LLC·LOCUST VALLEY, New York
Clean recordJ.M. BRUDERMAN & COMPANY, LLC
113 BIRCH HILL ROAD, LOCUST VALLEY, NY 11560CRD# 2210472Firm CRD# 323195

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Matthew Bruderman · LOCUST VALLEY, NY
Registration
CRD #2210472 · J.M. BRUDERMAN & COMPANY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Matthew Bruderman is a registered financial advisor based in LOCUST VALLEY, New York, affiliated with J.M. BRUDERMAN & COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
J.M. BRUDERMAN & COMPANY, LLC
BRUDERMAN PRIVATE WEALTH
AUM
$124M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at J.M. BRUDERMAN & COMPANY, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2210472
Firm CRD# 323195
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Matthew Bruderman offer?
James Matthew Bruderman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOCUST VALLEY, New York for a consultation.
What are James Matthew Bruderman's credentials?
James Matthew Bruderman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Matthew Bruderman located?
James Matthew Bruderman is based in LOCUST VALLEY, New York, working with J.M. BRUDERMAN & COMPANY, LLC. Their office serves clients in the LOCUST VALLEY metropolitan area and surrounding communities.
How does James Matthew Bruderman charge for services?
James Matthew Bruderman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J.M. BRUDERMAN & COMPANY, LLC?
J.M. BRUDERMAN & COMPANY, LLC has approximately 6 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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