Bruderman & Co., LLC © 2019 All rights reserved

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Firm Overview

Superior Talent and Steadfast Dedication

Bruderman & Co is a multi-generational, privately held financial services holding company committed to providing its clients with the highest level of service.  Our subsidiaries and affiliates consist of: a registered broker-dealer, a registered investment advisor, a merchant bank, a mutual fund, and an insurance agency.  We satisfy the needs of ultra-high-net-worth individuals and closely held businesses, offering trusted advice drawn from generations of experience.

 

 

Bruderman Asset Management incorporates institutional-quality money management services, state-of-the-art financial planning and family office services to construct and implement plans that help clients meet their goals and address their greatest concerns and aspirations. The Bruderman family has three generations of experience and proven results in managing wealth, and the full suite of services offered by Bruderman Asset Management are designed to assist clients in all stages of their personal and professional lives.

 

WEALTH MANAGEMENT

CASH MANAGEMENT

BROKERAGE SERVICES

 

Private Wealth Management

Building on a rich history

Investment Banking

Elevating the experience

Bruderman Brothers, LLC is an independent, privately-owned investment bank that serves a diverse clientele and has built its superior reputation on uncompromising integrity.  Our team focuses on providing sophisticated advice to middle-market business owners.  We have expertise in a broad range of industries and are pleased to offer both merger and acquisition and corporate finance solutions.

 

Strategic Advisory

(Sell-side/Buy-side)

Capital Raising

Strategic Consulting

Leadership Recruiting

Personal

Transaction Planning

 

Merchant Banking

Opportunistic investments

Our Merchant Banking platform is an independent division of Bruderman & Co that specializes in deploying capital in both minority and control investments in the lower middle-market. We employ a broad investment strategy and make opportunistic investments across all asset classes and industries. The firm forms true partnerships and aligns its interests with highly motivated, proven, and successful management teams.

 

INVESTMENT PROFILE

INVESTMENT CRITERIA

 

"For three generations, Bruderman & Company and its affiliates have been providing trusted financial advice to individuals, families and corporations. We benefit from a long-standing reputation for knowledge, integrity and relentless commitment to our clients."

 

Matthew J. Bruderman, CHAIRMAN

 

PRESS

ROOM 

View the latest news by Bruderman. If you are a member of the media and would like to speak with a Bruderman executive, please contact: 

Oliver S. Pursche
opursche@mjbc.com

The Business Times - Bulls awaiting progress on trade agreement

November 04, 2019

Morningstar - Tech Down But Strong Apple Earnings Limit Losses — Tech Roundup

October 31, 2019

Yahoo Finance - A recession could mean big business for McDonald’s: strategist

October 23, 2019

Reuters - Wall Street advances as earnings season hits the road running

October 16, 2019

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CONTACT US

New York City

10 East 53rd Street,

Penthouse Floor

New York, NY 10022

Lower Hudson Valley

75 Montebello Road,

Suffern, NY 10901

Long Island

64 Birch Hill Road

Locust Valley, NY 11560

ALTERNATIVELY YOU CAN FILL IN THE FOLLOWING CONTACT FORM:

TO SPEAK WITH AN AGENT,

PLEASE CALL OR EMAIL US:

California

2029 Century Park East

Suite 400

Los Angeles, CA 90067

Bruderman Brothers, LLC is a member of the Security Investor Protection Corporation: www.sipc.org

BrokerCheck® by FINRA