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BD

Bradford G. Dolgin

VENTURE VISIONARY PARTNERS LLC
Sylvania, OH 43560
Some features on this profile are disabled
CRD#: 1138279
BD

Professional summary

Bradford Guy Dolgin, who also goes by Brad Dolgin, Bradford G Dolgin, is a registered financial advisor currently at VENTURE VISIONARY PARTNERS LLC located in Sylvania, Ohio.

Bradford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Bradford has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 22 and Series 39 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brad Dolgin | Bradford G Dolgin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradford Guy Dolgin's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 11, 2020 - Present

VENTURE VISIONARY PARTNERS LLC

Office #1: 5520 Monroe Street Suite B, Sylvania, OH 43560
RIA
CRD#: 304237
Sylvania, OH
Past

November 11, 2020 - December 22, 2021

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Sylvania, OH
Past

May 5, 2003 - November 20, 2020

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SYLVANIA, OH
Past

May 2, 2003 - November 20, 2020

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SYLVANIA, OH
Past

January 5, 1990 - May 6, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

April 21, 1988 - January 19, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

February 4, 1987 - April 26, 1988

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656
Past

September 19, 1983 - August 19, 1986

ERIE CAPITAL INVESTMENT CORPORATION

BD
CRD#: 10256

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VV
VENTURE VISIONARY PARTNERS LLC
FINDLEY ADVISORS | VENTURE VISIONARY PARTNERS LLC

CRD#: 304237 / SEC#: 801-116835

RIA
Registered Investment Advisory firm - (6/21/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(1/3/2022)
IAR
Ohio
(11/11/2020)
IAR
Texas
(7/29/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/18/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/6/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 1/19/2005
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 3/21/1987
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 9/15/1983
Direct Participation Programs Representative Examination
Principal/Supervisory Exam
RR
Series 39
Date: 12/21/1983
Direct Participation Programs Principal Examination

Current Firm

VV
VENTURE VISIONARY PARTNERS LLC
FINDLEY ADVISORS | VENTURE VISIONARY PARTNERS LLC

CRD#: 304237 / SEC#: 801-116835

RIA
Registered Investment Advisory firm - (6/21/2019 Approved)
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Contact information

Main Address
5520 Monroe Street Suite B, Sylvania, OH 43560
Mailing Address
Phone number
(419) 464-7401
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (31 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VENTURE VISIONARY PARTNERS LLC DISCLOSURE BROCHURE (6/2/2025)

Regulatory assets under management

Total Number of Accounts6,322
AUM (Assets Under Management)$ 4,363,359,457

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VENTURE VISIONARY PARTNERS LLC

CRD#: 304237Sylvania, OH 43560

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