Mark Steven Kruman

Employer firm

Madison Avenue Securities, LLC CRD 23224

$2.02B regulatory AUM 31 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

• 07/2014 → 08/2017
  Gradient Securities, Llc
  Arden Hills, MN
• 07/2013 → Present
  Mark Kruman, Sole Proprietor
  Washington Crossing, PA
• 08/2017 → Present
  Bryce Llc Dba Bryce Wealth Management
  Washington Crossing, PA
• 04/2007 → Present
  Bryce, Llc
  Washington Crossing, PA
• 07/2016 → Present
  Mark Steven Kruman, Esq, Sole Proprietor
  Washington Crossing, PA
• 04/2015 → 08/2017
  Gradient Wealth Management
  Arden Hills, MN
• 08/2019 → Present
  Madison Avenue Securities, Llc
  San Diego, CA
• 09/2019 → Present
  Madison Avenue Securities, Llc
  San Diego, CA
• 05/2007 → 11/2023
  Bryce, Lp
  Washington Crossing, PA

Previous Registrations

• 2015-04-06 → 2017-08-31
  Gradient Securities, Llc
  Washington Crossing, PA
  Arden Hills, MN
  Washington Crossing, PA
• 2014-07-15 → 2015-03-23
  Gradient Advisors, Llc
  Washington Crossing, PA
  Arden Hills, MN
• 2013-07-09 → 2013-07-25
  Msi Financial Services, Inc.
  Sandy, UT
• 2002-06-21 → 2013-07-09
  Pruco Securities, Llc.
  Washington Crossing, PA
  Washington Crossing, PA
  Cedar City, UT
  Cedar City, UT

Other Businesses

1.) NAME: BRYCE, LLC; INV RELATED: NO; ADDRESS: 1091 General Knox Road, Suite 8, WASHINGTON CROSSING, PA 18977; NATURE: TAKE CARE OF MY OFFICE BUILDING; POSITION: PARTNER; START DATE: 05/2007; HOURS/MONTH: LESS THAN 4; TRADING HOURS/MONTH: LESS THAN 4; DUTIES: TAKE CARE OF MY OFFICE BUILDING, MAINTENANCE, MORTAGE, ETC. 2.) NAME: ESTATE PLANNING ATTORNEY; INV RELATED: NO; ADDRESS: 1091 General Knox Road, Suite 8, WASHINGTON CROSSING, PA 18977; NATURE: MINOR LEGAL WORK; POSITION: DRAFT WILLS, POAs, HCPOA, AND LIVING WILLS; START DATE: 06/2016; HOURS/MONTH: 4-8; TRADING HOURS/MONTH: 4-8; DUTIES: ATTORNEY (DRAFT WILLS, POAs, HCPOA, AND LIVING WILLS) 3.) NAME: BRYCE WEALTH MANAGEMENT; INV RELATED: YES; ADDRESS: 1091 General Knox Road, Suite 8, WASHINGTON CROSSING, PA 18977; NATURE: RIA; POSITION: IAR; START DATE: 09/01/2017; HOURS/MONTH: 200; TRADING HOURS/MONTH: 200; DUTIES: IAR 4.) Madison Avenue Securities, LLC; Investment Related; Washington Crossing, PA; Registered Representative/Investment Advisor Representative; Provide broker/dealer products sales and provide advisory services to clients; 40 hours spent per month; 40 hours per month spent during trading hours; Started 08/2019. 5.) Name: Mark Steven Kruman; Address: 1091 General Knox Road, Suite 8, WASHINGTON CROSSING, PA 18977; Investment Related: Yes; Position: Sole Owner, Insurance Agent; Nature: Sell & Services a wide range of Insurance Products including, Life, Health, Disability, Auto, Home, Long Term Care, Medicare Supplement, Rx Plans, and Annuities, and Maintain Records; Hours Per Week: 40 Hours; Start Date: 11/1983

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-18
• S63 Uniform Securities Agent State Law Examination
  1985-10-05

Other Names

• M Steven Kruman