Bradley J. Wise

REVISOR WEALTH MANAGEMENT LLC

Naples, FL

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CRD#: 1554090

Professional summary

Bradley James Wise, who also goes by Bradley J Wise, is a registered financial advisor currently at REVISOR WEALTH MANAGEMENT LLC located in Naples, Florida.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Bradley has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bradley J Wise

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 Bradley James Wise'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

April 3, 2025 - Present

REVISOR WEALTH MANAGEMENT LLC

RIA

CRD#: 169814

Naples, FL

Past

September 7, 2006 - November 4, 2020

AST INVESTMENT SERVICES, INC.

RIA

CRD#: 108897

SHELTON, CT

Past

January 12, 2004 - March 24, 2004

AMERICAN SKANDIA ADVISORY SERVICES, INC.

RIA

CRD#: 109211

SHELTON, CT

Past

June 13, 2003 - March 21, 2024

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

CRD#: 21570

SHELTON, CT

Past

February 10, 2003 - December 31, 2003

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

NEWARK, NJ

Past

December 13, 2002 - June 13, 2003

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

October 26, 2000 - December 13, 2002

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

September 2, 1986 - September 26, 2000

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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".

REVISOR WEALTH MANAGEMENT LLC

LRJ WEALTH MANAGEMENT LLC | REVISOR WEALTH MANAGEMENT LLC | REVISOR SOLUTIONS | REVISOR PARTNERS | REVISOR

CRD#: 169814 / SEC#: 801-120505

RIA

Registered Investment Advisory firm - (3/12/2021 Approved)

California

Registered Investment Advisory firm - (6/17/2021 Terminated)

Ohio

Registered Investment Advisory firm - (4/1/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/31/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Ohio
(4/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/3/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/11/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/12/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/28/1986

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/8/2000

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 11/5/1992

Investment Company Products/Variable Contracts Principal Examination

Current Firm

REVISOR WEALTH MANAGEMENT LLC

LRJ WEALTH MANAGEMENT LLC | REVISOR WEALTH MANAGEMENT LLC | REVISOR SOLUTIONS | REVISOR PARTNERS | REVISOR

CRD#: 169814 / SEC#: 801-120505

RIA

Registered Investment Advisory firm - (3/12/2021 Approved)

California

Registered Investment Advisory firm - (6/17/2021 Terminated)

Ohio

Registered Investment Advisory firm - (4/1/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/31/2021 Terminated)

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Contact information

Main Address

2650 W. Market St. 2nd Floor, Akron, OH 44333

Mailing Address

Phone number

(330) 864-9516

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REVISOR PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	6,573
AUM (Assets Under Management)	$ 2,063,780,313

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.

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Firm Stability Insights

Bradley J. Wise

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley James Wise's CRS (Customer Relationship Summary).

Certified licenses

Experience

AST INVESTMENT SERVICES, INC.

AMERICAN SKANDIA ADVISORY SERVICES, INC.

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

REVISOR WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/3/2024

Series 63

Date: 6/11/1992

SIE

Date: 10/1/2018

Series 7

Date: 4/12/2000

Series 6

Date: 8/28/1986

Series 24

Date: 5/8/2000

Series 26

Date: 11/5/1992

Current Firm

REVISOR WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REVISOR WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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