Bradley James Wise
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bradley J Wise
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
LRJ WEALTH MANAGEMENT LLC | REVISOR WEALTH MANAGEMENT LLC | REVISOR SOLUTIONS | REVISOR PARTNERS | REVISOR
Contact Information
Main Address
2650 W. Market St. 2nd Floor, Akron, OH 44333Phone Number
(440) 248-3355# of Employees
11SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
7,480AUM (Assets Under Management)
$2,529,516,196Similar Advisors
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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.
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Primary Firm SEC Registration
LRJ WEALTH MANAGEMENT LLC | REVISOR WEALTH MANAGEMENT LLC | REVISOR SOLUTIONS | REVISOR PARTNERS | REVISOR
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1986About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Nov 1992About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Bradley James Wise's CRS (Customer Relationship Summary).
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