James Matthew Bruderman
Investment adviser representative at Bruderman Private Wealth
10 yearsExperience
2 statesRegistered in
$78.5MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Bruderman Private WealthOct 2022 to now
- Gary Goldberg & Co., LLCOct 2022 to now
- Bruderman Asset ManagementNov 2021 to Oct 2022
- Bruderman Brothers, LLCApr 2016 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1993
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (MA, NY).
Bruderman Private Wealth
Legal name: J.M. Bruderman & Company, LLC
$78.5MAssets managed
36Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2210472
- Firm CRD
- 323195