Bradley Schwartz
Investment Adviser Representative at Truist Advisory Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bradley Schwartz is an investment adviser representative with Truist Advisory Services, Inc. in Port Orange, FL, where they have been registered since 2025. They have worked in the securities industry since 2011 and have been registered with 6 firms, including Edward Jones and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
2 states and territories
Florida, Georgia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PNC InvestmentsOct 2016 – Dec 2017Pittsburgh, PA
- Merrill Lynch Pierce Fenner & Smith IncDec 2017 – Nov 2018Deland, FL
- Bank of America NADec 2017 – Nov 2018Deland, FL
- Keyes, Stange & Wooten Wealth Management, LLCNov 2018 – Feb 2019Daytona Beach, FL
- Keyes, Stange & Wooten CPA FIRM, LLCNov 2018 – Feb 2019Daytona Beach, FL
- MAD Hatters Management, LLCNov 2018 – Feb 2019Daytona Beach, FL
- Merrill Lynch Pierce Fenner & Smith IncFeb 2019 – Apr 2024Port Orange, FL
- Bank of America NAFeb 2019 – Apr 2024Port Orange, FL
- Edward JonesApr 2024 – Apr 2025St Louis, MO
- Truist Investment Services, IncApr 2025 – no end date reportedPort Orange, FL
- Truist Advisory Services, IncApr 2025 – no end date reportedPort Orange, FL
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Truist Advisory Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
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
Advisory programs and services, including AMC Wrap Managed Programs, Consulting Services, FP AMC Advantage, and third-party manager programs.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2,003
- Offices listed on AdvisorFinder:
- 53
- Main office:
- Atlanta, GA
- SEC file number:
- 801-107729
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 30, 2026
View full firm profileOther advisors at Truist Advisory Services, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bradley Schwartz 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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