Robert Bruderman is a financial advisor with Bruderman Private Wealth in Las Vegas, NV, holding a Series 63 designation and over 45 years of industry experience. His prior experience includes roles at Triad Advisors, Inc. and Canterbury Wealth Advisors, LLC. He is also the managing member of IconTrust, LLC, a Nevada chartered trust company, where he spends 15-20 hours monthly. Bruderman Private Wealth serves high-net-worth individuals, families, and select institutional clients, offering discretionary portfolio management and comprehensive financial planning services. The firm employs a holistic, customized wealth management approach that integrates asset allocation with cash-flow needs, tax and estate planning, and long-term objectives.

James Bruderman is a financial advisor at Bruderman Private Wealth with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Gary Goldberg & Co., LLC and various Bruderman-affiliated entities. He was also involved with JMB Hospitality Group, which is currently inactive. Bruderman Private Wealth advises high-net-worth individuals, families, and select institutional clients, offering discretionary portfolio management, managed account strategies, and comprehensive financial planning services. The firm focuses on a holistic, customized wealth management approach that integrates asset allocation with clients’ cash-flow needs, tax and estate planning, and long-term objectives.