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Bradford Adam Wear

Riverfront Investment Group, LLC

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About Bradford Adam Wear

Bradford Adam Wear has been in the financial industry since 1998. Bradford is currently registered with Riverfront Investment Group, LLC. Previously, Bradford was registered with Morgan Stanley, Morgan Stanley & Co. Incorporated, Strand, Atkinson, Williams & York, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bradford holds Series 7, Series 24, Series 66, and SIE licenses.

Firm Information

Bradford Wear is currently registered with Riverfront Investment Group, LLC. Riverfront Investment Group, LLC is an investment advisor based in RICHMOND, VA. They provide portfolio management services to individuals, investment companies, and other clients. They also offer model delivery platforms. The firm manages approximately $751 million in assets for 485 clients.
Riverfront Investment Group, LLC

1214 EAST CARY STREET

RICHMOND, VA 23219

$751.08M

Assets Under Management

10

Total Clients

31

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide investment models to uma and model delivery platforms

Provide investment models to uma and model delivery platforms

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradford Wear’s Registration & Firm History

VA

04/05/2013 - Present

Riverfront Investment Group, LLC (RICHMOND VA)

OR

06/01/2009 - 02/19/2013

MORGAN STANLEY (PORTLAND OR)

OR

12/05/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (PORTLAND OR)

OR

12/17/2001 - 12/08/2008

STRAND, ATKINSON, WILLIAMS & YORK, INC. (PORTLAND OR)

NY

11/09/1998 - 11/27/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/20/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/16/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradford Adam Wear.
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