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Bradley Randolph Newman

Bradley R. Newman

KOVITZ INVESTMENT GROUP PARTNERS | Lead Financial Advisor
Harrisburg, PA 17101
Some features on this profile are disabled
CRD#: 2418207
Bradley Randolph Newman

Professional summary

Bradley Randolph Newman, CFP®, who also goes by Brad Newman, Bradley R Newman, is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Harrisburg, Pennsylvania.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Bradley has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer

What are your service offerings?
Philanthropic services
Trading individual securities
Trust & estate planning
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
Are you a "fiduciary"?
Yes

Aliases

Brad Newman | Bradley R Newman

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 Randolph Newman'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®
CFP®

Certified Financial Planner

Start date: 2004

Experience

Current

January 5, 2025 - Present

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Office #1: 507 N. Front Street, Harrisburg, PA 17101
RIA
CRD#: 282241
Harrisburg, PA
Past

November 5, 2024 - December 31, 2024

KOVITZ INVESTMENT GROUP PARTNERS, LLC

RIA
CRD#: 282241
HARRISBURG, PA
Past

October 1, 2019 - November 4, 2024

FORT PITT CAPITAL GROUP, LLC

RIA
CRD#: 281385
HARRISBURG, PA
Past

June 10, 2004 - October 30, 2019

ROOF ADVISORY GROUP, INC.

RIA
CRD#: 117969
HARRISBURG, PA
Past

May 11, 1999 - November 4, 2003

UNDERWRITERS EQUITY CORPORATION

BD
CRD#: 36537
HARRISBURG, PA
Past

January 23, 1998 - April 1, 1999

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

July 14, 1994 - April 1, 1999

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

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".
KOVITZ INVESTMENT GROUP PARTNERS, LLC
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP

CRD#: 282241 / SEC#: 801-107054

RIA
Registered Investment Advisory firm - (12/24/2015 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
Pennsylvania
(1/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/15/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/25/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 7/13/1994
Investment Company Products/Variable Contracts Representative Examination

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP

CRD#: 282241 / SEC#: 801-107054

RIA
Registered Investment Advisory firm - (12/24/2015 Approved)
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Contact information

Main Address
10 S Wacker Drive Suite 2600, Chicago, IL 60606
Mailing Address
Phone number
(312) 334-7300
Established
Firm type
Fiscal year end
# of Employees
372

SEC notice filing (48 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

KOVITZ FORM ADV PART 2A - AUGUST 2025 (11/10/2025)
KOVITZ_NORTHCOAST DBA FORM ADV PART 2A (11/10/2025)
KOVITZ WEATHERSTONE DBA DISCLOSURE BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts38,915
AUM (Assets Under Management)$ 31,731,798,984

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/23/2025
Cover Page
Report
08/15/2024
Cover Page
Report
07/19/2023
Cover Page
Report

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

KOVITZ INVESTMENT GROUP PARTNERS, LLC

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Lead Financial AdvisorCRD#: 282241Harrisburg, PA 17101

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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