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113 Birch Hill Road, Locust Valley, NY 11560 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-10-25 |
| NY | RA | APPROVED | 2022-10-18 |
Branch Locations
113 Birch Hill Road, Locust Valley, NY 11560 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bruderman Brothers, Llc | Locust Valley | NY | 06/2017 | 01/2018 |
| Bruderman Brothers, Llc | New York | NY | 01/2018 | 10/2022 |
| Bruderman Brothers, Llc | Suffern | NY | 04/2016 | 06/2017 |
| Bruderman Asset Management | Locust Valley | NY | 11/2021 | 10/2022 |
| Bruderman Private Wealth | Locust Valley | NY | 10/2022 | Present |
| Gary Goldberg & Co., Llc | Locust Valley | NY | 10/2022 | Present |
Start Date: 8/1/2021, JMB Hospitality Group. Entity is currently inactive. This is non-investment related, no compensation received and zero time devoted monthly. President, Bruderman Private Wealth (CRD #323195), registered investment advisor. 40+ plus hours a week.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-07 |
| S65 | Uniform Investment Adviser Law Examination | 1993-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-26 |
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