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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
BM

Bradley Michael Cohen

Illinois·CRD #6267973
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
12 yrs
States
2
Exams
6
Since
2014
Est. fee
AUM / Flat Fee
View profile
BM

Bradley Michael Foster

West Virginia·CRD #5137686
Dual-registered

Dual-registered at NTV ASSET MANAGEMENT, LLC

Experience
13 yrs
States
1
Exams
2
Since
2013
Est. fee
AUM / Flat Fee
Minimum
$1.0M
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BM

Bradley Michael Kaufman

California·CRD #7529273
Dual-registered

Dual-registered at LIDO

Experience
4 yrs
States
2
Exams
5
Since
2022
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
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BM

Bradley Michael Kowalczyk

New York·CRD #3121573
Dual-registered

Dual-registered at ASCENT WEALTH PARTNERS, LLC

Experience
26 yrs
States
1
Exams
3
Since
2000
Est. fee
AUM
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BM

Bradley Michael Meyer

Colorado·CRD #6781502
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
7 yrs
States
2
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
BM

Bradley Michael Nuckles

Florida·CRD #5945824
Dual-registered

Dual-registered at BCG SECURITIES, INC.

Experience
15 yrs
States
4
Exams
5
Since
2011
Est. fee
AUM / Commission / Flat Fee
Minimum
$25k
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BM

Bradley Michael Rouse

Texas·CRD #6774713
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
9 yrs
States
1
Exams
4
Since
2017
Fee
AUM / Hourly / Flat Fee
View profile
BM

Bradley Michael Soper

Ohio·CRD #6331672
IA Rep

Investment Adviser Rep at FOSTER & MOTLEY INC

Experience
12 yrs
States
1
Exams
1
Since
2014
Fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
BM

Bradley Michael Sorenson

Michigan·CRD #7273188
Dual-registered

Dual-registered at DIVERSIFIED PORTFOLIOS, INC.

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM
Minimum
$1.0M
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BM

Bradley Michael Steinman

Illinois·CRD #7317479
IA Rep

Investment Adviser Rep at WAVERLY ADVISORS, LLC

Experience
6 yrs
States
1
Exams
1
Since
2020
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
BM

Bradley M Lipkowitz

Alabama·CRD #4964295
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
21 yrs
States
53
Exams
6
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
BN

Bradley Nathan Wiss

Alabama·CRD #5989469
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
15 yrs
States
53
Exams
5
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
BN

Bradley Nelson Klahn

California·CRD #8263811
IA Rep

Investment Adviser Rep at MONOGRAPH WEALTH ADVISORS, LLC

States
1
Exams
2
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BN

Bradley Nicholas Nauman

Iowa·CRD #7156564
IA Rep

Investment Adviser Rep at ALPHASTAR CAPITAL MANAGEMENT

Experience
7 yrs
States
1
Exams
4
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
BN

Bradley Nicholson Vaughan

Alabama·CRD #4675572
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
23 yrs
States
28
Exams
3
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
BN

Bradley Noll

Kansas·CRD #8120019
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
1 yrs
States
2
Exams
1
Since
2025
Fee
AUM
View profile
BO

Bradley Owen Davidson

California·CRD #5142256
IA Rep

Investment Adviser Rep at EMERSON EQUITY LLC

Experience
8 yrs
States
5
Exams
4
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
BP

Bradley Page Dorman

Florida·CRD #3045195
IA Rep

Investment Adviser Rep at WHALEROCK POINT PARTNERS, LLC

Experience
26 yrs
States
2
Exams
1
Since
2000
Est. fee
AUM / Flat Fee
View profile
BP

Bradley Patrick Konawalik

Florida·CRD #4533441
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
24 yrs
States
8
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BP

Bradley Patrick Lipman

Maryland·CRD #6885071
Dual-registered

Dual-registered at ALPHACORE CAPITAL LLC

Experience
8 yrs
States
1
Exams
2
Since
2018
Est. fee
AUM / Flat Fee
Minimum
$1.0M
View profile
BP

Bradley Patrick Timmons

Arizona·CRD #3213272
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
26 yrs
States
8
Exams
3
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BP

Bradley Paul Cohen

Alabama·CRD #4538633
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
20 yrs
States
33
Exams
3
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
BP

Bradley Paul Griffith

Ohio·CRD #5938840
Dual-registered

Dual-registered at WAVERLY ADVISORS, LLC

Experience
11 yrs
States
1
Exams
2
Since
2015
Fee
AUM / Hourly / Flat Fee / Performance-based
View profile
BP

Bradley Paul Malia

Florida·CRD #6548802
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
11 yrs
States
2
Exams
1
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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