Bradley J. Wilson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Bradley James Wilson was a registered financial advisor .
Bradley is a previously registered financial advisor and started their career in finance in 1983. Bradley had worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 3, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 24, 2005 - September 13, 2012
CORNERSTONE INVESTMENT SERVICES
April 4, 2003 - August 29, 2005
CANTELLA & CO., INC.
April 4, 2003 - August 16, 2012
CANTELLA & CO., INC.
October 3, 2001 - March 27, 2003
WELLS FARGO CLEARING SERVICES, LLC
March 9, 2001 - March 27, 2003
WELLS FARGO CLEARING SERVICES, LLC
February 15, 1994 - March 5, 1997
VOYA FINANCIAL ADVISORS, INC.
January 16, 1991 - December 6, 1993
GREEN HILL FINANCIAL SERVICE CORPORATION
August 24, 1990 - September 18, 1990
POLARIS FINANCIAL SERVICES, INC.
May 28, 1987 - August 22, 1990
MORGAN STANLEY DW INC.
December 13, 1984 - June 12, 1987
E. F. HUTTON & COMPANY INC
March 29, 1983 - December 20, 1984
GREEN HILL FINANCIAL SERVICE CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CORNERSTONE INVESTMENT SERVICES
CRD#: 129164 / SEC#: 801-66355
Contact information
Regulatory assets under management
| Total Number of Accounts | 87 |
| AUM (Assets Under Management) | $ 52,853,238 |
Red Flags
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