James Matthew Bruderman

Employer firm

Bruderman Private Wealth CRD 323195

$78.5M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 01/2018
  Bruderman Brothers, Llc
  Locust Valley, NY
• 01/2018 → 10/2022
  Bruderman Brothers, Llc
  New York, NY
• 04/2016 → 06/2017
  Bruderman Brothers, Llc
  Suffern, NY
• 11/2021 → 10/2022
  Bruderman Asset Management
  Locust Valley, NY
• 10/2022 → Present
  Bruderman Private Wealth
  Locust Valley, NY
• 10/2022 → Present
  Gary Goldberg & Co., Llc
  Locust Valley, NY

Previous Registrations

• 2017-07-07 → 2022-10-19
  Gary Goldberg Planning Services
  Locust Valley, NY

Other Businesses

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.

Exams

• 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

Other Names

• James M. Bruderman
• Jim Bruderman