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Oliver Pursche

Wealthspire Advisors

Westport, CT

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2020-11-09
  • CT RA
    APPROVED
    Since 2020-11-09

Branch Locations

27 Imperial Avenue, Westport, CT 06880 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bruderman Asset Management, Llc Suffern NY 03/2015 04/2020
Bruderman Brothers Llc Suffern NY 03/2015 04/2020
Bronson Meadows Capital Management Llc Fairfield CT 06/2020 10/2020
Wealthspire Advisors Westport CT 11/2020 Present
  • 03/2015 → 04/2020
    Bruderman Asset Management, Llc
    Suffern, NY
  • 03/2015 → 04/2020
    Bruderman Brothers Llc
    Suffern, NY
  • 06/2020 → 10/2020
    Bronson Meadows Capital Management Llc
    Fairfield, CT
  • 11/2020 → Present
    Westport, CT
Previous Registrations
  • 2020-06-11 → 2020-10-29
    Bronson Meadows Capital Management
    Fairfield, CT
  • 2017-03-16 → 2020-04-06
    Gary Goldberg Planning Services
    Locust Valley, NY
  • 2005-02-08 → 2015-03-18
    Gary Goldberg Planning Services Inc
    Suffern, NY
  • 2002-07-26 → 2002-09-06
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-02-04
S65 Uniform Investment Adviser Law Examination 2005-02-02
  • S63 Uniform Securities Agent State Law Examination
    2005-02-04
  • S65 Uniform Investment Adviser Law Examination
    2005-02-02

View on SEC IAPD

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