Bruderman Asset Management, LLC

Bruderman Asset Management, LLC (CRD# 173565) is a financial advisory firm headquartered in Suffern, NY. They manage $737,583,659 in 5,156 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    738
    MILLION
  • Total Number of Accounts
    5,156
    ACCOUNTS
  • Average Account Value
    $143,053
Compensation Options
  • A percentage of assets under your management
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
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, MN, NC, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Bruderman Asset Management, LLC
Showing 1 - 10 of 16 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 10 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
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.

3
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.

4
Christopher R. Hanly
CRD#: 5170818
75 Montebello Road, Suffern, NY 10901
93
Wealthminder
score

Christopher Hanly (CRD# 5170818) 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.

5
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 18 years of experience in the finance industry.

6
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.

7
Eugene T. Miller
CRD#: 4363093
75 Montebello Road, Suffern, NY 10901
93
Wealthminder
score

Eugene Miller (CRD# 4363093) is an Investment Advisor Representative working at Bruderman Asset Management, LLC in Suffern, NY and has over 16 years of experience in the finance industry.

8
Jeffrey S. Pazdro
CRD#: 5836155
75 Montebello Road, Suffern, NY 10901
93
Wealthminder
score

Jeffrey Pazdro (CRD# 5836155) 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.

9
William R. Stine
CRD#: 1890408
75 Montebello Road, Suffern, NY 10901
93
Wealthminder
score

William Stine (CRD# 1890408) is an Investment Advisor Representative working at Bruderman Asset Management, LLC in Suffern, NY and has over 28 years of experience in the finance industry.

10
Thomas Anderson
CRD#: 6613591
75 Montebello Road, Suffern, NY 10901
90
Wealthminder
score

Thomas Anderson (CRD# 6613591) is an Investment Advisor Representative working at Bruderman Asset Management, LLC in Suffern, NY and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.