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Bradley Scott Tremitiere

Ranch Capital Advisors Inc.

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About Bradley Scott Tremitiere

Bradley Tremitiere is an investment advisor representative currently affiliated with Ranch Capital Advisors Inc. Bradley has been in the securities industry for over 20 years and is licensed in Florida and Texas. Prior to joining Ranch Capital Advisors Inc., Bradley was associated with Wellington Shields & Co., LLC, Shields & Company, American Express Financial Advisors Inc., and IDS Life Insurance Company. Bradley specializes in financial planning, portfolio management for individuals, and advisory consulting.

Firm Information

Bradley Tremitiere is currently registered with Ranch Capital Advisors Inc.. Ranch Capital Advisors Inc. is a registered investment advisor headquartered in SARASOTA, FL. The firm manages approximately $277,862,049 in assets for 1,043 clients, including high-net-worth individuals and other individuals. Services include financial planning, portfolio management for individuals, and advisory consulting.
Ranch Capital Advisors Inc.

4910 LAKEWOOD RANCH BLVD

SARASOTA, FL 34240

$277.86M

Assets Under Management

Not reported

Total Clients

6

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.

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advisory consulting

Advisory consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Financial coaching service

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Bradley Tremitiere’s Registration & Firm History

FL

07/06/2021 - Present

Ranch Capital Advisors Inc. (SARASOTA FL)

FL

11/30/2009 - 08/07/2019

WELLINGTON SHIELDS & CO., LLC (SARASOTA FL)

FL

02/04/1999 - 12/11/2009

SHIELDS & COMPANY (SARASOTA FL)

MN

11/20/1998 - 02/03/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/20/1998 - 02/03/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 12/21/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/22/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley Scott Tremitiere.
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