Robert Bruderman
Robert Bruderman is a registered investment advisor at Bruderman Private Wealth, based in Locust Valley, NY, with 44 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36 clients with $79M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bruderman Private Wealth charges a monthly fee based on a percentage of the assets in your account. The maximum annual fee is 1.875%. The factors used to determine the advisory fee include the size of the account, investment strategy, and the number of accounts. Fees are negotiable, and lower fees may be available from other advisors. Additional fee reductions may be granted for advisory relationships exceeding $25 million.
Location
113 Birch Hill Road, Locust Valley, NY, 11560
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Regulatory History (1)
Customer Dispute
January 1988Other Business ActivitiesSells Insurance
Robert is an insurance sales agent with multiple insurance carriers, dedicating minimal time to this activity. He is also a managing member of Partners Holdings, LLC and IconTrust, LLC, spending a few hours per week on the latter.
Employment History
Current Registrations
Bruderman Private Wealth
Previous Registrations
Gary Goldberg Planning Services
Gary Goldberg & CO., LLCBroker
Triad Advisors, LLC
Canterbury Wealth Advisors, LLC
Triad Advisors LLCBroker
Keogler, Morgan & Company, INC.Broker
Allmerica Investments, INC.Broker
T.R. Winston & Company, INC.Broker
Keogler, Morgan & Company, INC.Broker
Easter Kramer Group Securities, INC.Broker
Prudential-Bache Securities INC.Broker
Drexel Burnham Lambert IncorporatedBroker
Ross, Stebbins INC.Broker
John Muir & CO.Broker
Comark Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.