Robert William Bruderman
Investment Adviser Representative at Bruderman Private Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert William Bruderman is an investment adviser representative with Bruderman Private Wealth in Las Vegas, NV, where they have been registered since 2023. They have worked in the securities industry since 1981 and have been registered with 4 firms, including GARY Goldberg Planning Services and Triad Advisors, LLC. They have passed 9 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Nevada.
Registrations & licenses
- Investment adviser:
- Nevada
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Canterbury Wealth Advisors, LLCMar 1994 – Dec 2017Las Vegas, NV
- Triad Advisors, Inc.Mar 1998 – Nov 2019Las Vegas, NV
- Bruderman Private WealthDec 2022 – no end date reportedLocust Valley, NY
- Gary Goldberg Planning Services (fka Bruderman Asset Management)Nov 2019 – Dec 2022Locust Valley, NY
- Gary Goldberg & Co. (fka Bruderman Brothers)Nov 2019 – Dec 2022Locust Valley, NY
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bruderman Private Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.01875
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Dedicated Portfolio Management, Estate and Financial Planning, comprehensive reporting and analysis
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Locust Valley, NY
- SEC file number:
- 801-126644
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 28, 2026
View full firm profileOther advisors at Bruderman Private Wealth
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert William Bruderman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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