Bruderman Asset Management, LLC

Bruderman Asset Management, LLC (CRD# 173565) is a financial advisory firm headquartered in Suffern, NY. They manage $863,596,870 in 5,169 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    864
    MILLION
  • Total Number of Accounts
    5,169
    ACCOUNTS
  • Average Account Value
    $167,072
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, MI, MN, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Bruderman Asset Management, LLC
Showing 1 - 10 of 24 top financial advisors.
1
Amit Chopra
CRD#: 5237374
75 Montebello Road, Suffern, NY 10901
96
Wealthminder
score

Amit Chopra (CRD# 5237374) is an Investment Advisor Representative working at Bruderman Asset Management, LLC in Suffern, NY and has over 11 years of experience in the finance industry. Amit Chopra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christopher R. Hanly
CRD#: 5170818
75 Montebello Road, Suffern, NY 10901
96
Wealthminder
score

Christopher Hanly (CRD# 5170818) is an Investment Advisor Representative working at Bruderman Asset Management, LLC in Suffern, NY and has over 8 years of experience in the finance industry. Christopher Hanly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Tyler J. Palumbo
CRD#: 5741441
75 Montebello Road, Suffern, NY 10901
96
Wealthminder
score

Tyler Palumbo (CRD# 5741441) is an Investment Advisor Representative working at Bruderman Asset Management, LLC in Suffern, NY and has over 7 years of experience in the finance industry. Tyler Palumbo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jannine M. Barbosa
CRD#: 4723222
75 Montebello Road, Suffern, NY 10901
93
Wealthminder
score

Jannine Barbosa (CRD# 4723222) is an Investment Advisor Representative working at Bruderman Asset Management, LLC in Suffern, NY and has over 11 years of experience in the finance industry.

5
Michael A. Collins
CRD#: 6015585
75 Montebello Road, Suffern, NY 10901
93
Wealthminder
score

Michael Collins (CRD# 6015585) is an Investment Advisor Representative working at Bruderman Asset Management, LLC in Suffern, NY and has over 6 years of experience in the finance industry.

6
Thomas I. Cortese
CRD#: 4663045
75 Montebello Road, Suffern, NY 10901
93
Wealthminder
score

Thomas Cortese (CRD# 4663045) is an Investment Advisor Representative working at Bruderman Asset Management, LLC in Suffern, NY and has over 14 years of experience in the finance industry.

7
Bryan W. Covert
CRD#: 4912871
75 Montebello Road, Suffern, NY 10901
93
Wealthminder
score

Bryan Covert (CRD# 4912871) is an Investment Advisor Representative working at Bruderman Asset Management, LLC in Suffern, NY and has over 5 years of experience in the finance industry.

8
Peter J. Dedel
CRD#: 603644
75 Montebello Road, Suffern, NY 10901
93
Wealthminder
score

Peter Dedel (CRD# 603644) is an Investment Advisor Representative working at Bruderman Asset Management, LLC in Suffern, NY and has over 20 years of experience in the finance industry.

9
William J. Krivicich
CRD#: 2059402
75 Montebello Road, Suffern, NY 10901
93
Wealthminder
score

William Krivicich (CRD# 2059402) is an Investment Advisor Representative working at Bruderman Asset Management, LLC in Suffern, NY and has over 19 years of experience in the finance industry.

10
James V. Loehle
CRD#: 1058775
75 Montebello Road, Suffern, NY 10901
93
Wealthminder
score

James Loehle (CRD# 1058775) is an Investment Advisor Representative working at Bruderman Asset Management, LLC in Suffern, NY and has over 27 years of experience in the finance industry.

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