Mark Kruman, financial advisor Washington Crossing PA
58 score

Mark Kruman

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Mark S. Kruman
Phone Number: 215-369-1554
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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