David Bruckman (CRD# 4419254) is an Investment Advisor Representative working at Navis Wealth Advisors LLC in Rye Brook, NY and has over 23 years of experience in the finance industry.
CRD# 2915697
Abbondandolo Wealth Management Corp
CRD# 5834533
Charles Schwab & Company, Inc.
CRD# 5837317
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navis Wealth Advisors LLC | Rye Brook, NY | Jan 2021 - Current | 3 |
| M Holdings Securities, Inc. | Portland, OR | Oct 2016 - Jan 2021 | 4 |
| Apexium Financial | White Plains, NY | Apr 2016 - Jan 2021 | 4 |
| Citrin Cooperman Wealth Management, LP | New York, NY | May 2009 - Apr 2016 | 6 |
| Wellfleet Investments, LLC | Great Neck, NY | Jun 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2001 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2012 |
- NY
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Total Assets Under Management410MILLIONS
-
Total Number of Accounts106ACCOUNTS
-
Average Account Value$3,865,099
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, NY, TX
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