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Bradley Shannon Shields

U.s. Capital Wealth Advisors, LLC

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About Bradley Shannon Shields

Bradley Shields is a financial advisor with U.S. Capital Wealth Advisors, LLC located in Austin, Texas. Bradley has been in the industry since 2013 and holds the Series 66, Series 7 and SIE licenses. He specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Bradley has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth.

Firm Information

Bradley Shields is currently registered with U.s. Capital Wealth Advisors, LLC. U.S. Capital Wealth Advisors, LLC is an investment advisor based in Houston, TX, managing over $6.8 billion in assets for a diverse clientele, including individuals, businesses, charities, and retirement plans. The firm provides a comprehensive suite of advisory services including financial planning, pension consulting, and portfolio management, with a focus on personalized strategies and client-centric solutions.
U.s. Capital Wealth Advisors, LLC

4444 WESTHEIMER RD.

HOUSTON, TX 77027

$6.82B

Assets Under Management

1

Total Clients

75

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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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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Bradley Shields’s Registration & Firm History

TX

06/30/2021 - Present

U.s. Capital Wealth Advisors, LLC (AUSTIN TX)

TX

06/07/2013 - 04/12/2017

WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)

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Licenses & Designations

BOTH

Issued 07/03/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Shannon Shields.
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