Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Keith Sharp is an investment advisor representative registered in California and Massachusetts. Bradley has been in the industry since 1997, previously working for Fidelity Brokerage Services LLC before joining RWA Wealth Partners. Bradley is also a Certified Financial Planner and has experience working with high-net-worth individuals, corporations, and charitable organizations. Bradley's specialties include financial planning, portfolio management, and estate planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
A percentage of the total value of assets under management is charged.
Model provider fee
1
2
MA
02/06/2017 - Present
RWA Wealth Partners (NEWTON MA)
MA
02/05/1997 - 09/12/2008
FIDELITY BROKERAGE SERVICES LLC (CAMBRIDGE MA)
IA
Issued 10/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Bradley Sharp is the right advisor for you? Invested Better is here to help.
