Robert W. Bruderman

Robert W. Bruderman Email and Phone Number

Co-Founder and Director at IconTrust, LLC @ IconTrust, LLC
Robert W. Bruderman's Location
Las Vegas, Nevada, United States, United States
Robert W. Bruderman's Contact Details
About Robert W. Bruderman

Founder and president of Canterbury Wealth Advisors, providing financial advisory services for high net worth families including investment advice and sophisticated multi-generational trust and estate planning. Co-founder and retired director of Triad Advisors, a broker-dealer and investment advisor with more than 600 independent advisors nationwide and approximately $25 billion under administration.Co-founder and retired chairman/director of Premier Trust, an independent trust company providing advisor-friendly trust administration for clients nationwide.

Robert W. Bruderman's Current Company Details
IconTrust, LLC

Icontrust, Llc

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Co-Founder and Director at IconTrust, LLC
Robert W. Bruderman Work Experience Details
  • Icontrust, Llc
    Co-Founder And Director
    Icontrust, Llc Mar 2020 - Present
    Las Vegas, Nv, Us
    Co-Founder of IconTrust LLC in Nevada, a fully independent trust company offering Flat Fee trust administration to individuals and their families throughout the country. IconTrust has disrupted the traditional trust industry by offering its expert administration services for a simple flat fee....not an asset based fee. It is IconTrust's mission to retain the client's existing trusted advisory relationships including their financial, accounting, insurance and legal advisors.
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  • Canterbury Wealth Advisors
    Founder And President
    Canterbury Wealth Advisors 1993 - Present
    Family Wealth Advisor to High Net Worth Families. Provide Specialized Multi-Generational Estate Planning, Investment and Financial Advisory Services.
  • Premier Trust, Inc.
    Co-Founder, Chairman And Director • Retired
    Premier Trust, Inc. Jul 2001 - Nov 2019
    Las Vegas, Nevada, Us
    Co-Founder Director and Chairman of trust company providing administration services Only for nationwide clients.
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  • Triad Advisors
    Co-Founder And Director • Retired
    Triad Advisors Mar 1998 - Dec 2018
    Triad is an independent broker-dealer and registered investment advisor with more than 700 affiliated advisors nationwide having in excess of $30 billion of assets under administration. Personally responsible for negotiating sale of company to holding company in 2008. Retired.
  • Various Brokerage Firms
    Investment Advisor
    Various Brokerage Firms 1981 - 1993
    Provided specialized wealth management advice for high net worth individuals and families.
  • Various Conglomerates And Financial Firms
    Financial Analyst, Financial Principal, Manager Financial Reporting
    Various Conglomerates And Financial Firms 1976 - 1981
    Various positions in financial analysis and accounting including manager of financial reporting for 20+ subsidiary companies of conglomerate.
  • W.R. Grace & Co
    Financial Analyst, Divisional Assistant Controller
    W.R. Grace & Co 1974 - 1976
    Analysis for acquisitions and capital expenditure proposals for Consumer Services Group. Assistant controller of retail division.

Robert W. Bruderman Skills

Wealth Management Estate Planning Registered Investment Advisor Investment Advisory Services Asset Managment Portfolio Management Strategic Financial Planning Investment Management Trust Services Asset Management Due Diligence Investment Advisory Finance Private Equity Investments Alternative Investments Mutual Funds Finra High Net Worth Individuals Wealth Financial Advisory Asset Allocation Financial Analysis Securities Investment Strategies Series 63

Robert W. Bruderman Education Details

  • Fairfield University
    Fairfield University
    Finance
  • Long Island University
    Long Island University
    Finance

Frequently Asked Questions about Robert W. Bruderman

What company does Robert W. Bruderman work for?

Robert W. Bruderman works for Icontrust, Llc

What is Robert W. Bruderman's role at the current company?

Robert W. Bruderman's current role is Co-Founder and Director at IconTrust, LLC.

What is Robert W. Bruderman's email address?

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What is Robert W. Bruderman's direct phone number?

Robert W. Bruderman's direct phone number is +170256*****

What schools did Robert W. Bruderman attend?

Robert W. Bruderman attended Fairfield University, Long Island University.

What are some of Robert W. Bruderman's interests?

Robert W. Bruderman has interest in Family, Investing, Technology, Automobiles, Business, Travel.

What skills is Robert W. Bruderman known for?

Robert W. Bruderman has skills like Wealth Management, Estate Planning, Registered Investment Advisor, Investment Advisory Services, Asset Managment, Portfolio Management, Strategic Financial Planning, Investment Management, Trust Services, Asset Management, Due Diligence, Investment Advisory.

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