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Brad Leigh Bailey

Investment Adviser Representative at BROWN EDWARDS WEALTH STRATEGIES

Midlothian, VACRD #3157873Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Virginia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/19/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/20/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $500,0001.25%
Next $500,0000.90%
Next $1,000,0000.70%
Next $1,000,0000.50%
Next $2,000,0000.40%
All amounts thereafter0.35%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Brown Edwards Wealth Strategies Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BROWN EDWARDS WEALTH STRATEGIESCurrent
7/18/2022Midlothian, VA
AVANTAX ADVISORY SERVICES
10/25/20197/22/2022Irving, TX
1ST GLOBAL ADVISORS INC
5/11/199910/25/2019Midlothian, VA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brad Leigh Bailey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Brad Leigh Bailey - Financial Advisor in Midlothian, VA | AdvisorFinder