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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Newman is a financial advisor with over 20 years of experience in the industry. Bradley is registered with the state of Pennsylvania as an Investment Advisor Representative and holds the Series 6, 63 and 65 licenses. Bradley has been with Kovitz Investment Group Partners, LLC since 2024. Previously, Bradley has held positions with Roof Advisory Group, Inc. and Fort Pitt Capital Group LLC. Bradley is a Certified Financial Planner and specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Bradley also offers financial planning, pension consulting, educational seminars, credit, cash and insurance solutions, family office services and corporate executive services.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
PA
01/05/2025 - Present
Kovitz Investment Group Partners, LLC (Harrisburg PA)
PA
05/11/1999 - 11/04/2003
UNDERWRITERS EQUITY CORPORATION (HARRISBURG PA)
WI
01/23/1998 - 04/01/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
07/14/1994 - 04/01/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 11/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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