Mark KrumanCRD Number: 1308134
Current Firm: Bryce Wealth Management
Mark Kruman (CRD# 1308134) is an Investment Advisor Representative working at Bryce Wealth Management in Washington Crossing, PA and has over 32 years of experience in the finance industry.
Brighton Financial Planning
Academy Wealth Advisers, LLC
Dedicated Investment Advisers LLC
|Bryce Llc Dba Bryce Wealth Management||Washington Crossing, PA||Aug 2017 - Current||< 1|
|Mark Steven Kruman, Esq, Sole Proprietor||Washington Crossing, PA||Jul 2016 - Current||1|
|Mark Kruman, Sole Proprietor||Washington Crossing, PA||Jul 2013 - Current||4|
|Bryce, LLC||Washington Crossing, PA||Apr 2007 - Current||11|
|Gradient Wealth Management||Arden Hills, MN||Apr 2015 - Aug 2017||2|
|Gradient Securities, LLC||Arden Hills, MN||Jul 2014 - Aug 2017||3|
|Gradient Advisors, LLC||Arden Hills, MN||Jul 2014 - Mar 2015||< 1|
|Metlife Securities||Sandy, UT||Jul 2013 - Jul 2013||< 1|
|Metropolitan Life Insurance Company||Sandy, UT||Jun 2013 - Jul 2013||< 1|
|Prudential Financial Planning Services||Washington Crossing, PA||Jun 2002 - Jul 2013||11|
|Pruco Securities, LLC||Washington Crossing, PA||Dec 1984 - Jul 2013||28|
|The Prudential Insurance Company Of America||Washington Crossing, PA||Aug 1981 - Jun 2013||31|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
|S65||NASAA Investment Advisors Law Examination||Oct 1996|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Customer Dispute
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
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