Lance Drucker has been Chairman & Managing Member of Drucker Wealth 3.0 since February 2024, is a control person of the firm and directly owns between 50% and 75% of it. Lance Drucker holds a B.S. in Accounting and Finance from SUNY Binghamton.
Drucker Wealth 3.0, LLC is a firm with $891M under management, 614 clients and 6 advisers in one office, as of its September 2026 filing.
Lance Drucker is Chairman of Drucker Wealth. He joined the family business, working for his father, soon after graduating. He has 38 years of experience in wealth management and financial planning and is the author of the book How To Avoid Bag Lady Syndrome: The Strong Woman's Guide To Financial Peace of Mind.
Lance Drucker’s longest registration was 20 years at Hornor, Townsend & Kent, LLC (2004–2024). Before joining Drucker Wealth 3.0 in 2024, Lance Drucker was registered through Hornor, Townsend & Kent, LLC.
- Hornor, Townsend & Kent, LLC– · 20 yearsNew York, NY · Adviser representative · Firm CRD 4031
Professional designations
Listed by Drucker Wealth 3.0
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Lance Drucker is registered as an investment adviser representative in New Jersey, since February 2024.
- New JerseySince 13 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 5 July 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 January 1986 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 September 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 1405843
- Firm
- Drucker Wealth 3.0 · CRD 328909
- Role
- Chairman & Managing Member
- Office
- Mahwah, NJ
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1985
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- druckerwealth.com
Where does Lance Drucker work?
Lance Drucker has been Chairman & Managing Member of Drucker Wealth 3.0, LLC since February 2024, and is a control person of the firm.
Is Lance Drucker a financial advisor?
Yes. Lance Drucker has a current investment-adviser registration in New Jersey, through Drucker Wealth 3.0 since February 2024.
How many years of experience does Lance Drucker have?
Lance Drucker has 41 years in the financial industry, since September 1985, across 2 adviser firms.
What exams has Lance Drucker passed?
Lance Drucker has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in September 1985. FINRA credited Lance Drucker with the SIE, which began in October 2018.
Where did Lance Drucker work before Drucker Wealth 3.0?
Before Drucker Wealth 3.0, Lance Drucker was registered through Hornor, Townsend & Kent, LLC, January 2004 to February 2024.
Where is Lance Drucker based?
Lance Drucker’s registered office is in Mahwah, NJ.
Is Lance Drucker registered with FINRA?
Yes. Lance Drucker has a current broker registration, under CRD 1405843.
Source: FINRA BrokerCheck
How can I verify Lance Drucker’s record?
Search CRD 1405843 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Lance Drucker’s full registration record.
