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Bruderman Private Wealth

CRD 323195  ·  Locust Valley, NY  ·  $78.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
323195
SEC number
801-126644
Firm type
RIA
Assets under management
$78.5M as of Feb 28, 2026
Website
www.brudermanprivatewealth.com ↗
Phone
516-974-7596
Address
113 Birch Hill Road, Locust Valley, NY, 11560

Advisors at this firm

2 in our index · page 1 of 1

  • James Matthew BrudermanCRD 2210472 · Locust Valley, NY
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Robert William BrudermanCRD 843492 · Las Vegas, NV
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
1–2 of 2

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 323195 ↗ FINRA BrokerCheck record for firm CRD 323195 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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