Robert Bruderman
Bruderman Private Wealth · Locust Valley, New York
Robert 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 NV · CRD 843492 |
| Exams passed | Series 63 (1982) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.brudermanprivatewealth.com |
How Robert'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 Robert
Is Robert Bruderman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Bruderman Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Bruderman based?
Robert Bruderman is based in Locust Valley, New York.
Is Robert Bruderman registered with the SEC?
Yes. Robert Bruderman is registered as an investment adviser representative in NV (CRD 843492), 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 Robert Bruderman?
Through Robert'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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