Bradley R. Harsch

STRATEGIC ADVOCATES

Sacramento, CA 95814

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CRD#: 1944419

Professional summary

Bradley Roland Harsch, AIF®, who also goes by Brad Harsch, Bradley Roland Harsch, is a registered financial advisor currently at STRATEGIC ADVOCATES, LLC located in Sacramento, California.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Bradley has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Harsch | Bradley Roland Harsch

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.

1.) StratiCo LLC; Investment-Related; 500 N Street #30, Sacramento CA 95814; LLC; DBA StratiCo Wealth; President; Start Date: 11/2011; 10 hours devoted weekly; 0 hours devoted during trading hours; IAR of Strategic Advocates LLC providing financial consulting and advice 2.) StratiCo Capital Corp; Investment-Related; 500 N Street #30, Sacramento CA 95814; DBA; President/Portfolio Manager; Start Date: 12/2016; 20 hours devoted weekly; 20 hours devoted weekly during trading hours; Investment strategy and Portfolio Management Services 3.) Strategic Advocates, LLC; Investment-Related; 255 S Main Street #100 Logan, UT 84312; LLC; RIA; Managing Member and Investment Adviser Representative; Start Date: 7/2021; 120 hours devoted monthly; 120 hours devoted monthly during trading hours; SEC-Registered Investment Advisor firm 4.) Nancy Gressley Education Foundation; Non-Investment Related; 500 N Street, Suite 30 Sacramento, CA 95814; Nonprofit Public Benefit Corporation; Secretary; Start Date: 1/2024 ; 2 hours devoted weekly; 0 hours devoted during trading hours; Nonprofit entity providing scholarships to college bound students 5.) Michelle Harsch Design Lab (DBA DesignLab+); Non-Investment Related; 3029 Harbour Shore Lane Elk Grove, CA 95758; Corporation; Secretary; Start Date: 2/2024; 1 hour devoted weekly; 0 hours devoted during trading hours; Provide bookkeeping assistance for wife's interior design business

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Roland Harsch'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

September 19, 2022 - Present

STRATEGIC ADVOCATES, LLC

Office #1: 500 N Street Suite 30, Sacramento, CA 95814

RIA

CRD#: 8327

BEVERLY HILLS, CA

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".

STRATEGIC ADVOCATES, LLC

CRD#: 316858 / SEC#: 801-126262

RIA

Registered Investment Advisory firm - (7/29/2022 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

California
(9/19/2022)

IAR

Louisiana
(3/27/2023)

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/8/2000

General Securities Principal Examination

Current Firm

STRATEGIC ADVOCATES, LLC

CRD#: 316858 / SEC#: 801-126262

RIA

Registered Investment Advisory firm - (7/29/2022 Approved)

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Contact information

Main Address

255 S Main St Ste 140, Logan, UT 84321

Mailing Address

500 N Street Suite 30, Sacramento, CA 95814

Phone number

(888) 247-7753

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRATEGIC ADVOCATES 2A BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	2,622
AUM (Assets Under Management)	$ 433,835,344

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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Bradley R. Harsch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Roland Harsch's CRS (Customer Relationship Summary).

Certified licenses

Experience

CROWN CAPITAL SECURITIES, L.P.

CROWN CAPITAL SECURITIES, L.P.

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CAMBRIDGE INVESTMENT RESEARCH, INC.

LPL FINANCIAL LLC

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ASSOCIATED SECURITIES CORP.

ASSOCIATED SECURITIES CORP.

STRATEGIC WEALTH ADVISORS GROUP

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

WELLS FARGO CLEARING SERVICES, LLC

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PRUDENTIAL EQUITY GROUP, LLC

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M.L. STERN & CO., LLC.

Primary Firm SEC Registration

STRATEGIC ADVOCATES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/11/1999

Series 63

Date: 5/24/1989

SIE

Date: 10/1/2018

Series 31

Date: 8/17/2004

Series 7

Date: 5/20/1989

Series 24

Date: 3/8/2000

Current Firm

STRATEGIC ADVOCATES, LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC ADVOCATES, LLC

TRUST BUT VERIFY

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