J.M. BRUDERMAN & COMPANY, LLC
Legal name: BRUDERMAN PRIVATE WEALTH
CRD #323195 SEC #801-126644 LOCUST VALLEY, NY 516-930-4250
SEC Registered
Total AUM
$66.3M
Discretionary
$64M
Employees
5
Clients
10
Accounts
46
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 13, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRUDERMAN, JAMES, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUDERMAN, JAMES, MATTHEW | 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 | |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | E | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | E | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | E | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | E | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | E | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | E | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | E | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | E | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | E | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | E | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | E | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | E | Control |
| BRUDERMAN, JAMES, MATTHEW | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Jun 13, 2025 REGISTERED
Notice Filings (4)
MA NJ NV NY
Address
113 BIRCH HILL ROADLOCUST VALLEY, NY 11560
United States
Phone: 516-930-4250