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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 Stoler is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Bradley has been in the industry since 2013. Bradley specializes in portfolio management for both businesses and individuals. Bradley is also a registered investment advisor. Bradley is licensed in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia and Washington.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
05/19/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
10/27/2015 - 12/14/2017
SG AMERICAS SECURITIES, LLC (NEW YORK NY)
NY
03/29/2012 - 10/26/2015
SEB SECURITIES, INC. (NEW YORK NY)
NY
07/13/2011 - 01/26/2012
BTIG, LLC (NEW YORK NY)
NY
05/06/2009 - 09/30/2009
RHINO TRADING PARTNERS, LLC (NEW YORK NY)
IA
Issued 08/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 12/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2016
Series 3 - National Commodity Futures Examination
BC
Issued 06/29/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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