James Bruderman
Bruderman Private Wealth · Locust Valley, New York
James Bruderman is a fee-only financial advisor at Bruderman Private Wealth in Locust Valley, New York. Bruderman Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bruderman Private Wealth |
|---|---|
| Based in | Locust Valley, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $78.5M across 33 accounts |
| SEC registration | Investment adviser representative in MA, NY · CRD 2210472 |
| Exams passed | Series 63 (1992) · Series 65 (1993) · Series 66 (2017) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.brudermanprivatewealth.com |
How James's firm compares
- Bruderman Private Wealth's average account is about $2.4 million, from its Form ADV (assets managed divided by 33 accounts).
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Questions about James
Is James Bruderman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Bruderman Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Bruderman Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Bruderman based?
James Bruderman is based in Locust Valley, New York.
Is James Bruderman registered with the SEC?
Yes. James Bruderman is registered as an investment adviser representative in MA and NY (CRD 2210472), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Bruderman Private Wealth manage?
Bruderman Private Wealth reports $78.5M across 33 accounts in assets under management.
How do I contact James Bruderman?
Through James's website, www.brudermanprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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