David Bruckman (CRD# 4419254) is an Investment Advisor Representative working at Navis Wealth Advisors LLC in Rye Brook, NY and has over 23 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navis Wealth Advisors LLC | Rye Brook, NY | Jan 2021 - Current | 3 |
| M Holdings Securities, Inc. | Portland, OR | Oct 2016 - Jan 2021 | 4 |
| Apexium Financial | White Plains, NY | Apr 2016 - Jan 2021 | 4 |
| Citrin Cooperman Wealth Management, LP | New York, NY | May 2009 - Apr 2016 | 6 |
| Wellfleet Investments, LLC | Great Neck, NY | Jun 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2001 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2012 |
- NY
-
Total Assets Under Management410MILLIONS
-
Total Number of Accounts106ACCOUNTS
-
Average Account Value$3,865,099
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.