Invested Better
Advisors in Pennsylvania
16,409 Results
Unclaimed

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

MALVERN, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Chandler is a financial advisor with Vanguard Advisers, Inc. He is based in Malvern, PA and has been in the industry since January 15, 2013. Bradley Chandler holds the Series 6, Series 7, and Series 63 licenses and the SIE exam. He is also a Certified Financial Planner. Bradley Chandler specializes in portfolio management for individuals, businesses, and pooled investment vehicles. He has experience working with high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Bradley Chandler's previous employment was with Vanguard Marketing Corporation in Malvern, PA.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Kovitz Investment Group Partners, LLC | CFP ® (Certifications)

location

HARRISBURG, PA

0 Disclosures

ADVISOR BIO

Bradley Newman is a financial advisor with over 20 years of experience in the industry. Bradley is registered with the state of Pennsylvania as an Investment Advisor Representative and holds the Series 6, 63 and 65 licenses. Bradley has been with Kovitz Investment Group Partners, LLC since 2024. Previously, Bradley has held positions with Roof Advisory Group, Inc. and Fort Pitt Capital Group LLC. Bradley is a Certified Financial Planner and specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Bradley also offers financial planning, pension consulting, educational seminars, credit, cash and insurance solutions, family office services and corporate executive services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CREDIT, CASH AND INSURANCE SOLUTIONS, FAMILY OFFICE SERVICES, CORPORATE EXECUTIVE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Next Financial Group, Inc.

location

HARLEYSVILLE, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Christopher Bishop is an investment advisor representative associated with Next Financial Group, Inc. Bradley has been in the financial services industry since September 2015 and is registered with 32 states and the District of Columbia. Bradley holds the Series 6, Series 7, Series 63, Series 65, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Captrust | CFP ® (Certifications)

location

Bethlehem, PA

0 Disclosures

ADVISOR BIO

Bradley Pendzick is an investment advisor representative associated with Captrust in Bethlehem, Pennsylvania. Bradley Pendzick has been in the industry since May 2012. Bradley Pendzick is registered to provide investment advisory services in Pennsylvania. Bradley Pendzick holds the Series 65 license. Bradley Pendzick specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

MML Investors Services, LLC

location

CENTER VALLEY, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Charles Snyder is a registered representative with MML Investors Services, LLC and has been in the industry since 2023. Bradley has a Series 63 license and has earned the SIE, Series 6TO and Series 3 licenses. Bradley is registered in Pennsylvania. Bradley has been active in the industry for over 20 years and brings a wealth of experience to the role. Bradley is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed

Robert W. Baird & Co. Inc.

location

Pittsburgh, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Alexander Colvin is a financial advisor with Robert W. Baird & Co. Inc., registered with the state of Pennsylvania. Bradley has been in the securities industry since March 2017. Prior to joining Robert W. Baird & Co. Inc. Bradley was with Hefren-Tillotson, Inc. Bradley Colvin holds the Series 66, SIE and Series 7 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Hunter Associates LLC

location

PITTSBURGH, PA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Bradley John Marshall is a securities professional with over 30 years of experience in the financial services industry. Bradley has worked as a registered representative and principal for Hunter Associates LLC in Pittsburgh, PA since 1992. Previously, Bradley worked for Parker/Hunter Incorporated, also in Pittsburgh. Bradley holds the Series 7, 24, 27, 52, 53, 63, 99, and 14 licenses, as well as the SIE exam, reflecting a broad range of experience in the industry. Bradley has a strong background in portfolio management, with experience in managing portfolios for individuals, businesses, and pooled investment vehicles. Bradley specializes in working with high net worth individuals, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
MANAGER OF MANAGERS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Osaic Institutions, Inc.

location

INDIANA, PA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Peterson is a financial professional with over 28 years of experience in the industry. Bradley is currently registered with Osaic Institutions, Inc. in Indiana, Pennsylvania. Bradley has held previous positions at H. BECK, INC., ESSEX NATIONAL SECURITIES, INC., UVEST FINANCIAL SERVICES GROUP, INC., KEYSTONE BROKERAGE, INC., LAUGHLIN GROUP ADVISORS, INC., PNC BROKERAGE CORP, GNA SECURITIES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Bradley is a licensed securities professional with a focus on offering financial planning, portfolio management, and educational seminars. Bradley also provides solicitation services for other advisers.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
SOLICITATION SERVICES FOR OTHER ADVISERS
Unclaimed

1ST Financial Investment, Inc.

location

CLARK'S SUMMIT, PA

0 Disclosures

ADVISOR BIO

Bradley Magers is an Investment Advisor Representative with 1st Financial Investment, Inc., licensed in Colorado. Bradley has been in the industry since September 2018 and holds the Series 65 license. Bradley is a specialist in Financial Planning and Portfolio Management for Individuals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Raymond James & Associates, Inc.

location

WILLIAMSPORT, PA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Bradly Sunanday is a registered investment advisor representative with Raymond James & Associates, Inc., located in Williamsport, Pennsylvania. Bradly Sunanday has over 39 years of experience in the securities industry and has been with Raymond James & Associates, Inc. since November 2017. Bradly Sunanday has held previous positions with Morgan Stanley and Citigroup Global Markets Inc. Bradly Sunanday holds licenses for both Broker-Dealer and Investment Advisor.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS

Need help matching

with the right advisor?