GARY GOLDBERG PLANNING SERVICES, LLC
Legal name: BRUDERMAN ASSET MANAGEMENT, LLC
CRD #173565 SEC #801-81097 LOCUST VALLEY, NY (516) 609-0291
SEC Registered
Total AUM
$485.6M
Discretionary
$240.7M
Employees
26
Clients
1
Accounts
488
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 20, 2022
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARBOSA, JANNINE, MARISA | I | CHIEF OPERATING OFFICER | NA | Control |
| BARBOSA, JANNINE, MARISA | I | CHIEF OPERATING OFFICER | NA | Control |
| BARBOSA, JANNINE, MARISA | I | CHIEF OPERATING OFFICER | NA | Control |
| BARBOSA, JANNINE, MARISA | I | CHIEF OPERATING OFFICER | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | CHIEF COMPLIANCE OFFICER & PRESIDENT | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN, BRUDERMAN & COMPANY LLC | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | NA | Control |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| EDWARDS, MILES, J. | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| EDWARDS, MILES, J. | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| EDWARDS, MILES, J. | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| EDWARDS, MILES, J. | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| EDWARDS, MILES, J. | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| EDWARDS, MILES, J. | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| EDWARDS, MILES, J. | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| EDWARDS, MILES, J. | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| EDWARDS, MILES, J. | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| EDWARDS, MILES, J. | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| EDWARDS, MILES, J. | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| EDWARDS, MILES, J. | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| EDWARDS, MILES, J. | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| GAUDIO, ROBERT, EDWARD | I | MANGING DIRECTOR, OPERATIONS | NA | Control |
| GAUDIO, ROBERT, EDWARD | I | MANGING DIRECTOR, OPERATIONS | NA | Control |
| GAUDIO, ROBERT, EDWARD | I | MANGING DIRECTOR, OPERATIONS | NA | Control |
| GAUDIO, ROBERT, EDWARD | I | MANGING DIRECTOR, OPERATIONS | NA | Control |
| GAUDIO, ROBERT, EDWARD | I | MANGING DIRECTOR, OPERATIONS | NA | Control |
| GAUDIO, ROBERT, EDWARD | I | MANGING DIRECTOR, OPERATIONS | NA | Control |
| GAUDIO, ROBERT, EDWARD | I | MANGING DIRECTOR, OPERATIONS | NA | Control |
| KLICK, ANDREW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLICK, ANDREW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| KLICK, ANDREW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| KLICK, ANDREW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| KLICK, ANDREW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| KLICK, ANDREW, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUDERMAN & COMPANY LLC | FE | MATTHEW BRUDERMAN -MANAGING MEMBER | E | Control |
| BRUDERMAN & COMPANY LLC | FE | MATTHEW BRUDERMAN -MANAGING MEMBER | E | Control |
| BRUDERMAN & COMPANY LLC | FE | MATTHEW BRUDERMAN -MANAGING MEMBER | E | Control |
| BRUDERMAN & COMPANY LLC | FE | MATTHEW BRUDERMAN -MANAGING MEMBER | E | Control |
| BRUDERMAN & COMPANY LLC | FE | MATTHEW BRUDERMAN -OWNER | E | Control |
| BRUDERMAN & COMPANY LLC | FE | MATTHEW BRUDERMAN -MANAGING MEMBER | E | Control |
| BRUDERMAN & COMPANY LLC | FE | MATTHEW BRUDERMAN -MANAGING MEMBER | E | Control |
| BRUDERMAN & COMPANY LLC | FE | MATTHEW BRUDERMAN -MANAGING MEMBER | E | Control |
| BRUDERMAN & COMPANY LLC | FE | MATTHEW BRUDERMAN -MANAGING MEMBER | E | Control |
| BRUDERMAN & COMPANY LLC | FE | MATTHEW BRUDERMAN -MANAGING MEMBER | E | Control |
| BRUDERMAN & COMPANY LLC | FE | MATTHEW BRUDERMAN -MANAGING MEMBER | E | Control |
| BRUDERMAN & COMPANY LLC | FE | MATTHEW BRUDERMAN -MANAGING MEMBER | E | Control |
| BRUDERMAN & COMPANY LLC | FE | MATTHEW BRUDERMAN -MANAGING MEMBER | E | Control |
| BRUDERMAN & COMPANY LLC | FE | MATTHEW BRUDERMAN -MANAGING MEMBER | E | Control |
| BRUDERMAN & COMPANY LLC | FE | MATTHEW BRUDERMAN -MANAGING MEMBER | E | Control |
| BRUDERMAN & COMPANY LLC | FE | MATTHEW BRUDERMAN -MANAGING MEMBER | E | Control |
| BRUDERMAN & COMPANY LLC | FE | KEERI BETH BRUDERMAN FAMILY TRUST, MATTHEW J. BRUDERMAN TRUSTEE | E | Control |
| BRUDERMAN & COMPANY LLC | FE | KEERI BETH BRUDERMAN FAMILY TRUST, MATTHEW J. BRUDERMAN TRUSTEE | E | Control |
| BRUDERMAN & COMPANY LLC | DE | 100% SOLELY OWNED AFFILIATE OF BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN & COMPANY LLC | DE | 100% SOLELY OWNED AFFILIATE OF BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN & COMPANY LLC | DE | 100% SOLELY OWNED AFFILIATE OF BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN & COMPANY LLC | DE | 100% SOLELY OWNED AFFILIATE OF BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN & COMPANY LLC | DE | 100% SOLELY OWNED AFFILIATE OF BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN & COMPANY LLC | DE | 100% SOLELY OWNED AFFILIATE OF BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN & COMPANY LLC | DE | 100% SOLELY OWNED AFFILIATE OF BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN & COMPANY LLC | DE | 100% SOLELY OWNED AFFILIATE OF BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN & COMPANY LLC | DE | 100% SOLELY OWNED AFFILIATE OF BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN & COMPANY LLC | DE | 100% SOLELY OWNED AFFILIATE OF BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN & COMPANY LLC | DE | 100% SOLELY OWNED AFFILIATE OF BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN & COMPANY LLC | DE | 100% SOLELY OWNED AFFILIATE OF BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN & COMPANY LLC | DE | 100% SOLELY OWNED AFFILIATE OF BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN & COMPANY LLC | DE | 100% SOLELY OWNED AFFILIATE OF BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN & COMPANY LLC | DE | 100% SOLELY OWNED AFFILIATE OF BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN & COMPANY LLC | DE | 100% SOLELY OWNED AFFILIATE OF BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN & COMPANY LLC | DE | SHAREHOLDER | E | Control |
| BRUDERMAN & COMPANY LLC | DE | SHAREHOLDER | E | Control |
| BRUDERMAN & COMPANY LLC | DE | SHAREHOLDER | E | Control |
| BRUDERMAN & COMPANY LLC | DE | SHAREHOLDER | E | Control |
| BRUDERMAN & COMPANY LLC | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BRUDERMAN, MATTHEW, JOHN | I | BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | BRUDERMAN & COMPANY LLC | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | KERRI BETH BRUDERMAN FAMILY TRUST | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | KERRI BETH BRUDERMAN FAMILY TRUST | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | KERRI BETH BRUDERMAN FAMILY TRUST | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | KERRI BETH BRUDERMAN FAMILY TRUST | E | Control |
| BRUDERMAN, MATTHEW, JOHN | I | KERRI BETH BRUDERMAN FAMILY TRUST | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & COMPANY LLC | E | Control |
Registrations
Federal
IA
Oct 20, 2022 REGISTERED
Notice Filings (22)
AZ CA CO CT DE FL GA IL MA MD MI MN NC NE NH NJ NV NY PA SC TX VA
Address
119 BIRCH HILL RDLOCUST VALLEY, NY 11560
United States
Phone: (516) 609-0291