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Bradley Winer

Cantor Fitzgerald & Co.

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About Bradley Winer

Bradley Winer is a securities professional with over 19 years of experience in the financial services industry. Bradley's career has included roles at several reputable firms, including Citizens JMP Securities, LLC, Citizens Capital Markets, Deloitte Corporate Finance LLC, McColl Partners, LLC, and UVEST Investment Services. Bradley is currently registered with Cantor Fitzgerald & Co. in Charlotte, North Carolina, where he holds Series 63, SIE, and Series 7 licenses.

Firm Information

Bradley Winer is currently registered with Cantor Fitzgerald & Co.. Cantor Fitzgerald & Co. is a partnership formed on September 25, 1992, with a presence in 52 states and the District of Columbia, as well as federal SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

291

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.

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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Bradley Winer’s Registration & Firm History

NC

05/14/2024 - Present

Cantor Fitzgerald & Co. (CHARLOTTE NC)

NC

08/01/2023 - 05/14/2024

CITIZENS JMP SECURITIES, LLC (CHARLOTTE NC)

NC

01/13/2022 - 08/01/2023

CITIZENS CAPITAL MARKETS (CHARLOTTE NC)

NC

06/11/2013 - 12/11/2017

DELOITTE CORPORATE FINANCE LLC (CHARLOTTE NC)

NC

06/27/2002 - 06/07/2013

MCCOLL PARTNERS, LLC (CHARLOTTE NC)

NC

01/02/2002 - 06/17/2002

UVEST INVESTMENT SERVICES (CHARLOTTE NC)

MO

11/06/2000 - 09/05/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 06/13/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Bradley Winer. Review regulatory record here.
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