David Benjamin Bruckman
CLU®Professional Summary
David Benjamin Bruckman, CLU®, who also goes by David Bruckman, is a registered financial advisor currently at NAVIS WEALTH ADVISORS LLC located in Rye Brook, New York and QUINCY WELLS CAPITAL, LLC located in Chicago, Illinois. David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. David has worked at 12 firms and has passed the Series 63, Series 65, Series 6TO, SIE and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Bruckman
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
26 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
APELIUX CAPITAL ADVISORS, LLC | NAVIS WEALTH ADVISORS LLC
Contact Information
Main Address
800 Westchester Avenue Suite 700, Rye Brook, NY 10573Phone Number
(914) 848-8300# of Employees
8SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
623AUM (Assets Under Management)
$902,226,266Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
APELIUX CAPITAL ADVISORS, LLC | NAVIS WEALTH ADVISORS LLC
State Registrations and Notice Filings
(8/25/2026)
(4/16/2021)
(5/1/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2023About the Series 6TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2000About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view David Benjamin Bruckman's CRS (Customer Relationship Summary).
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