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Bradley Raymond Small

Beech Hill Advisors, Inc.

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About Bradley Raymond Small

Bradley Raymond Small is a registered Investment Advisor Representative with Beech Hill Advisors, Inc., based in New York, NY. Bradley has been in the financial services industry since 1997 and has worked for several firms. Bradley is licensed to provide investment advisory services in New York. Bradley Raymond Small specializes in portfolio management for individuals and provides market timing services as well as financial planning.

Firm Information

Bradley Small is currently registered with Beech Hill Advisors, Inc.. Beech Hill Advisors, Inc. is a New York-based investment advisor with 7 Investment Advisor Representatives. The firm manages approximately $313,122,695 in assets and provides financial planning and portfolio management services to individuals, high-net-worth individuals, and other clients. They also offer market timing services.
Beech Hill Advisors, Inc.

880 THIRD AVE 16TH FLOOR

NEW YORK, NY 10022

$313.12M

Assets Under Management

Not reported

Total Clients

7

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Bradley Small’s Registration & Firm History

NY

09/07/2022 - Present

Beech Hill Advisors, Inc. (New York NY)

NY

06/30/2009 - 02/06/2020

ALLSTATE FINANCIAL SERVICES, LLC (NEW YORK NY)

NY

01/05/2004 - 06/08/2009

PENN PLAZA BROKERAGE, LTD. (NEW YORK NY)

IA

07/19/2000 - 11/24/2003

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

NY

09/04/1997 - 07/17/2000

PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)

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Licenses & Designations

IA

Issued 02/11/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Raymond Small.
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