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Brad Lee Bradley

Schwab Wealth Advisory, Inc.

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About Brad Lee Bradley

Brad Lee Bradley is a financial advisor with over 26 years of experience in the financial services industry. Bradley is currently registered with Schwab Wealth Advisory, Inc. and is a Certified Financial Planner. Bradley has previously been registered with CHARLES SCHWAB & CO., INC., PFS INVESTMENTS INC., and CHATFIELD DEAN & CO., INC. Bradley's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and other businesses. Bradley provides financial planning and portfolio management services to individuals and businesses.

Firm Information

Brad Bradley is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Brad Bradley’s Registration & Firm History

FL

02/24/2022 - Present

Schwab Wealth Advisory, Inc. (Orlando FL)

FL

04/02/1996 - 12/18/2019

CHARLES SCHWAB & CO., INC. (Orlando FL)

GA

03/31/1994 - 12/31/1995

PFS INVESTMENTS INC. (DULUTH GA)

CO

09/17/1993 - 10/20/1993

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 03/18/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/17/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/10/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Brad Lee Bradley. Review regulatory record here.
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