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Robert B
Series 63
Las Vegas, NV
Bruderman Private wealth
Robert Bruderman is a financial advisor at Bruderman Private Wealth in Las Vegas, NV, with 44 years of industry experience. He holds a Series 63 designation and has worked at firms including Triad Advisors, Inc. and Canterbury Wealth Advisors, LLC. Outside of his advisory role, he serves as Managing Member of IconTrust, LLC, a Nevada-chartered trust company. Bruderman Private Wealth advises high-net-worth individuals, families, and select institutional clients, providing discretionary portfolio management and comprehensive financial planning services. The firm employs a customized wealth management approach that integrates asset allocation with tax, estate, and cash-flow planning, utilizing a range of investment strategies including concentrated equity, income, ETFs, and private placements.
James B
Series 63, Series 65, Series 66
Locust Valley, NY
Bruderman Private wealth
James Bruderman is a financial advisor at Bruderman Private Wealth with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His career includes roles at Bruderman Brothers, LLC, Bruderman Asset Management, and Gary Goldberg & Co., LLC. He was previously involved in JMB Hospitality Group, an inactive non-investment business. Bruderman Private Wealth advises high-net-worth individuals, families, and select institutional clients, providing discretionary portfolio management, managed account strategies, and comprehensive financial planning services. The firm focuses on a customized wealth management process that integrates asset allocation with tax, estate, and retirement planning, employing a variety of investment strategies including concentrated equity, income, and alternative investments.
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