David Bruckman is a registered investment advisor, based in Rye Brook, NY, with 24 years of industry experience.
Location
800 Westchester Avenue, Suite 700, Rye Brook, NY, 10573
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a senior wealth strategist with Navis Wealth Advisors and counsel with BellaviaBlatt, PC, a law firm. He spends about a quarter of his time as a financial advisor and a few hours per week helping clients with estate planning.
Employment History
Current Registrations
Great Point Capital LLCBroker
Navis Wealth Advisors LLC
Previous Registrations
M Holdings Securities, INC.Broker
Apexium Financial LP
Citrin Cooperman Wealth Management, LP
Wellfleet Investments LLCBroker
Tower Square Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
State Registrations1 state
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