Bruderman Private Wealth

Investment Advisor
in Locust Valley, NY

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About this Advisor

James Bruderman is a financial advisor who works out of Locust Valley, New York with 1 year of industry experience. Bruderman currently works for Bruderman Private Wealth. Throughout their career, Bruderman has worked at Bruderman Brothers, LLC, Gary Goldberg & Co., LLC, Bruderman Private Wealth, Imagine Everything, LLC and Bruderman Asset Management. Bruderman maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts and New York. Bruderman Private Wealth is a company operating out of Locust Valley, NY. It oversees $114 million in total assets across its 19 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises one charities and foundations. Of its 19 customer accounts, 57% are associated with high-net-worth investors who have at least $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on the financial services. Fee types charged by Bruderman Private Wealth can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

113 Birch Hill Road
Locust Valley, NY 11560

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Bruderman Private Wealth Brokerage Details

Total Assets Under Management


NY Average: $7,464,549,021
Total Number of Employees


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

James Bruderman Work History

James has been registered as a financial advisor for 1 years.*

2022 - Present (1 year)

Gary Goldberg & Co., LLC

2022 - Present (1 year)

Bruderman Private Wealth

2021 - 2022 (1 year)

Bruderman Asset Management

2018 - 2022 (4 years)

Bruderman Brothers, LLC

2017 - 2018 (1 year)

Bruderman Brothers, LLC

2016 - 2017 (1 year)

Bruderman Brothers, LLC

2011 - 2016 (5 years)

Imagine Everything, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of James Bruderman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bruderman Private Wealth

James Bruderman
Locust Valley, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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