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Bradford Stephen Vannelli

Investment Adviser Representative at ARAX Advisory Partners

Bloomfield Hills, MICRD #4051581Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Bradford Stephen Vannelli is an investment adviser representative in Bloomfield Hills, MI, currently registered with ARAX Advisory Partners and Transcend Capital Advisors, LLC. They have worked in the securities industry since 1999 and have been registered with 4 firms, including UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 31 (managed futures). They are registered to provide investment advice in Michigan.

Office

40705 Woodward Ave., Suite 100
Bloomfield Hills, MI 48304

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan
Broker:
6 states and territories

Arizona, California, Connecticut, Florida, Michigan, Ohio

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/4/2000
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 5/3/2002
Series 7
General Securities Representative Examination
Passed 11/11/1999

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

ARAX Advisory PartnersCurrent
8/1/2026 – Bloomfield Hills, MI
Transcend Capital Advisors, LLCCurrent
10/29/2021 – Bloomfield Hills, MI
UBS Financial Services Inc.
3/2/2012 – 11/22/2021Troy, MI
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1/3/2003 – 3/5/2012Bloomfield Hills, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. UBS Financial Services Inc.
    Mar 2012 – Oct 2021Troy, MI
  2. Transcend Capital Advisors, LLC
    Oct 2021 – Jul 2026Bloomfield Hills, MI
  3. Purshe Kaplan Sterling Investments, Inc.
    Oct 2021 – no end date reportedBloomfield Hills, MI
  4. Transcend Capital Insurance Services
    Oct 2021 – no end date reportedBloomfield Hills, MI
  5. Arax Advisory Partners
    Aug 2026 – no end date reportedBloomfield Hills, MI

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About ARAX Advisory Partners

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Performance-based fees
  • Other
Firm account minimum
$50,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Wealth management, careful planning, and developing individualized action plans and one-of-a-kind solutions for clients and their families.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementFinancial PlanningFamily PlanningIndividualized Solutions

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsOther Investment AdvisersCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
126
Offices listed on AdvisorFinder:
12
Main office:
New York, NY
SEC file number:
801-67165

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 14, 2026

View full firm profile

Other advisors at ARAX Advisory Partners

Showing 12 of 126 in the directory

View ARAX Advisory Partners firm profile

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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. Bradford Stephen Vannelli 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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