Robert W. Bruderman
- Role
- Co-founder and Director at Icontrust, Llc
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
About Robert W. Bruderman
Founder and president of Canterbury Wealth Advisors, providing financial advisory…
Experience
Co-founder and Director
Mar 2020 — Present
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.
Education
Fairfield University
BS, Finance
1969 — 1973
Long Island University
Master of Business Administration - MBA, Finance
Skills
- Estate Planning
- Registered Investment Advisor
- Trust Services
- Portfolio Management
- Finance
- Asset Management
- Wealth
- Finra
- Financial Advisory
- Investment Management
- Asset Managment
- Strategic Financial Planning
- Due Diligence
- Investments
- High Net Worth Individuals
- Asset Allocation
- Securities
- Mutual Funds
- Investment Advisory Services
- Series 63
- Private Equity
- Financial Analysis
- Alternative Investments
- Wealth Management
- Investment Strategies
- Investment Advisory
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