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Bradley R Roth

McDowell Associates Investments, LP

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About Bradley R Roth

Bradley R. Roth is a registered investment advisor representative in Pennsylvania. Bradley has been in the industry since 2011. Bradley is currently registered with McDowell Associates Investments, LP and Thor Financial Technologies. Bradley is a licensed insurance agent and owner of McDowell Associates. Bradley is also a 23.5% owner and portfolio manager for THOR Financial Technologies, LLC, which is the manager for a publically traded ETF. Bradley is a fiduciary and acts in the best interest of clients.

Firm Information

Bradley Roth is currently registered with McDowell Associates Investments, LP. McDowell Associates Investments, LP is an investment advisor registered with the SEC. They manage approximately $24 million in assets, primarily for individuals and pension and profit-sharing plans. Their services include financial planning and portfolio management. They also offer portfolio management services for pooled investment vehicles. The firm has 1 licensed agent and 3 investment advisor representatives. They are headquartered in [main office location is missing from the provided data]. You can learn more about them at their website: https://www.mcdowellinsurance.com.

$24.00M

Assets Under Management

Not reported

Total Clients

3

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 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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percentage of assets

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

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Bradley Roth’s Registration & Firm History

PA

05/20/2013 - Present

McDowell Associates Investments, LP (GREENSBURG PA)

PA

06/12/2012 - 02/20/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBURG PA)

PA

09/27/2011 - 05/07/2012

BILL FEW SECURITIES, INC. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 11/17/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/23/2019

Series 3 - National Commodity Futures Examination

BC

Issued 09/26/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley R Roth.
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