Oliver Pursche (CRD# 2402551) is an Investment Advisor Representative working at Wealthspire Advisors in Westport, CT and has over 19 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Wealthspire Advisors | Westport, CT | Nov 2020 - Current | 3 |
Bronson Meadows Capital Management LLC | Fairfield, CT | Jun 2020 - Oct 2020 | < 1 |
Bruderman Asset Management, LLC | Suffern, NY | Mar 2015 - Apr 2020 | 5 |
Bruderman Brothers LLC | Suffern, NY | Mar 2015 - Apr 2020 | 5 |
Gary Goldberg & Company, Inc. | Suffern, NY | Aug 2010 - Mar 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2005 |
S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
- CT
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Total Assets Under Management18,872MILLIONS
-
Total Number of Accounts7,156ACCOUNTS
-
Average Account Value$2,637,281
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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