Mark Kruman, financial advisor Washington Crossing PA
58 score

Mark Kruman

CRD Number: 1308134
Current Firm: Gradient Wealth Management

Mark Kruman (CRD# 1308134) is an Investment Advisor Representative working at Gradient Wealth Management in Washington Crossing, PA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Gradient Securities, LLC Arden Hills, MN Jul 2014 - Current 2
Mark Kruman Washington Crossing, PA Jul 2013 - Current 3
Gradient Advisors, LLC Arden Hills, MN Jul 2014 - Mar 2015 < 1
Metlife Securities Sandy, UT Jun 2013 - Jul 2013 < 1
Metropolitan Life Insurance Company Sandy, UT Jun 2013 - Jul 2013 < 1
Prudential Insurance Co Of Am Princeton, NJ Aug 1981 - Jun 2013 31
Pruco Securities Corporation Washington Crossing, PA Aug 1981 - Jun 2013 31
The Prudential Insurance Company Of America Phoenix, AZ Jul 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: 866-991-1539
Registered State(s):
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $59,743
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
58

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