Joseph M Bruderman
Investment adviser representative at Bruderman Private Wealth
11 yearsExperience
3 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
11 years in the industry.
- Bruderman Private WealthAug 2023 to now
- Investegrity LLCMar 2021 to now
- Bank of America, N.A.Apr 2015 to Aug 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2015 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (MA, NV, 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
- 5151819
- Firm CRD
- 323195