J.M. BRUDERMAN & COMPANY, LLC

BRUDERMAN PRIVATE WEALTH
LOCUST VALLEY, New York·1 registered advisor·CRD# 323195
SEC# 801-1266442516-930-4250
01

Firm Overview

AUM
$124M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at J.M. BRUDERMAN & COMPANY, LLC

1 registered advisor
James Matthew Bruderman
LOCUST VALLEY, New York
05

Office Locations

LOCUST VALLEY, New York
1 advisor

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Data sourced from SEC Form ADV filings. J.M. BRUDERMAN & COMPANY, LLC (CRD# 323195) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.