David Benjamin Bruckman

Current Employers

Employment History

• 10/2016 → 01/2021
  M Holdings Securities, Inc.
  Portland, OR
• 04/2016 → 01/2021
  Apexium Financial
  White Plains, NY
• 01/2021 → Present
  Navis Wealth Advisors Llc
  Rye Brook, NY
• 12/2024 → 05/2026
  Great Point Capital, Llc
  Chicago, IL
• 05/2026 → Present
  Quincy Wells Capital, Llc
  Chicago, IL

Previous Registrations

• 2016-05-19 → 2021-02-17
  Apexium Financial Lp
  Dallas, TX
• 2012-01-13 → 2016-12-31
  Citrin Cooperman Wealth Management, Lp
  New York, NY
  New York, NY

Other Businesses

David Bruckman is a senior wealth strategist with Navis Wealth Advisors. The address of Navis Wealth Advisors is 700 Westchester Ave, Rye Brook, NY, 10573. The start date is March 2021. His duties will be that of a financial advisor, and he plans to spend 40 hours per month during normal trading hours and 30 hours per month outside of normal trading hours. This is investment related. David Bruckman is counsel with BellaviaBlatt, PC, a law firm. The address of BellaviaBlatt, PC is 200 Old Country Road, Ste 400, Mineola NY 11501. The start date is April 1, 2024. His duties will be helping clients with estate planning. drafting Wills and Trusts, and he plans to spend 8 hours per month during normal trading hours and 12 hours per month outside of normal trading hours. This is not investment related. David Bruckman is an attorney with Neptune Legal P.C. The address of Neptune Legal P.C. is 2445 Fifth Avenue, Ste 330, San Diego, CA 92101. The start date is June 2026. He is not an employee but will provide counsel, and he plans to spend 0 hours per month during normal trading hours and 12 hours per month outside of normal trading hours. This is not investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-02-03
• S65 Uniform Investment Adviser Law Examination
  2012-03-30

Other Names

• David Benjamin Bruckman
• David Bruckman