Mark Kruman, financial advisor San Diego CA

Mark Kruman

CRD Number: 1308134
Current Firm: Madison Avenue Securities, LLC

Mark Kruman (CRD# 1308134) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 38 years of experience in the finance industry.

Similar Advisors
Mark Richards, financial advisor San Diego CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Kevin Christensen, financial advisor San Diego CA
Kevin D. Christensen
CRD# 5621865
Lpl Financial LLC
Similar Advisors
Paul Lim, financial advisor San Diego CA
Paul S. Lim
CRD# 5084834
The Wealth Consulting Group
Company Name Location Dates Years
Madison Avenue Securities, LLC San Diego, CA Sep 2019 - Current 4
Madison Avenue Securities, LLC San Diego, CA Aug 2019 - Current 4
Bryce Llc Dba Bryce Wealth Management Washington Crossing, PA Aug 2017 - Current 6
Mark Steven Kruman, Esq, Sole Proprietor Washington Crossing, PA Jul 2016 - Current 7
Mark Kruman, Sole Proprietor Washington Crossing, PA Jul 2013 - Current 10
Bryce, LP Washington Crossing, PA May 2007 - Current 16
Bryce, LLC Washington Crossing, PA Apr 2007 - Current 17
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
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark S. Kruman
Phone Number: 888-627-7323
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,824
    MILLIONS
  • Total Number of Accounts
    13,989
    ACCOUNTS
  • Average Account Value
    $130,398
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.