Steven DruckmanCRD Number: 5345067
Current Firm: Insight Private Advisors, LLC
Steven Druckman (CRD# 5345067) is an Investment Advisor Representative working at Insight Private Advisors, LLC in Somerville, NJ and has over 10 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Insight Private Advisors, LLC||Flemington, NJ||Jun 2014 - Current||3|
|Lpl Financial||Flemington, NJ||Jun 2012 - Current||5|
|Park Avenue Securities||New York, NY||May 2007 - Jun 2012||5|
|Blinken, Carr & Levy LLC||New York, NY||Sep 2006 - Jun 2012||5|
|Guardian Life Insurance Company||New York, NY||Jul 2006 - Jun 2012||5|
|Blinken Carr||New York, NY||Aug 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management251MILLIONS
Total Number of Accounts1,482ACCOUNTS
Average Account Value$169,580
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, GA, LA, MA, MD, NC, NJ, NV, NY, OH, PA, SC, TX, VA
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