CB
Cortland R. Bradbury
PRIVATE CLIENT SERVICES
Worthington, OH 43085
Some features on this profile are disabled
CRD#: 2471506
CB
Professional summary
Cortland Robert Bradbury, who also goes by Cort Robert Bradbury, Cort Bradbury, Cortlandt Robert Bradbury, is a registered financial advisor currently at PRIVATE CLIENT SERVICES, LLC located in Worthington, Ohio.
Cortland is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Cortland has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cort Robert Bradbury | Cort Bradbury | Cortlandt Robert Bradbury
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. 05/2025: HERITAGE WEALTH GROUP, DBA USED FOR MARETING AND TECHNOLOGY COST SHARING FOR BRANDBURY WEALTH ADVISORS AND MCBRIDE FINANCIAL SERVICES. 7100 N HIGH STREET, WORTHINGTON, OH 43085. 2. 3/18/2015: NON-VARIABLE INSURANCE - ASH BROKERAGE - FIXED INSURANCE SALES-LIFE, DISABILITY, LTC. - STARTED 03/06/2015 - INVESTMENT RELATED - 5 HOURS PER MONTH DURING TRADING - 888 S Harrison Street, Ste. 900, Fort Wayne, IN 46802. 3. Worthington AM Rotary, member. Columbus, OH, 4 hrs/month, 2 during trading hrs. Non-investment related. 4. Ohio Jump Start. 4215 Worth Avenue, Suite 300, Columbus, OH 43219. Non Profit. Promoting Financial Literacy in Ohio Schools. Board Member. 1 hr/mo; 0 during trading hrs. 5. Highland Capital Brokerage. 3535 Grandview Parkway, Suite 600, Birmingham, AL 35243. Outside general agency for fixed insurance. Insurance agent-selling and servicing fixed insurance products. 2 hrs/mo; 2 during trading hrs.
CRS (Client Relationship Summary) - RIA
Click below to view Cortland Robert Bradbury's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Cortland Robert Bradbury's 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®
NoneExperience
Current
May 5, 2025 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 7100 N High St Suite 203, Worthington, OH 43085RIA
BD
CRD#: 120222
Worthington, OH
Current
November 14, 2017 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 7100 N High St Suite 203, Worthington, OH 43085RIA
BD
CRD#: 120222
Worthington, OH
Past
November 15, 2017 - July 10, 2025
HERITAGE WEALTH PARTNERS, LLC
RIA
CRD#: 290276
DUBLIN, OH
Past
October 31, 2014 - November 15, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
DUBLIN, OH
Past
October 31, 2014 - November 15, 2017
LPL FINANCIAL LLC
BD
CRD#: 6413
DUBLIN, OH
Past
July 27, 2005 - November 17, 2014
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
Dublin, OH
Past
June 10, 2005 - November 17, 2014
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
Dublin, OH
Past
August 13, 1999 - May 18, 2005
NEW ENGLAND SECURITIES
RIA
CRD#: 615
COLUMBUS, OH
Past
August 7, 1995 - May 18, 2005
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
April 11, 1994 - June 28, 1995
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
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".
PC
PRIVATE CLIENT SERVICES, LLC
AFFIANCE FINANCIAL | WEALTHHYVE ADVISORS | US PLANNING GROUP | SILVERLEAF WEALTH ADVISORY | PRIVATE CLIENT SERVICES, LLC | PCS ADVISORS | MCGILL FINANCIAL ENSEMBLE | MARION INVESTMENT ADVISORS | LINDLE HENNESSEY GROUP | KFG PRIVATE CLIENT SERVICES, LLC | KENTUCKY FINANCIAL GROUP | J&G FINANCIAL | IMPACT WEALTH GROUP | IARANN WEALTH | HERITAGE WEALTH GROUP | HAFELE INVESTMENTS | FIORI FINANCIAL | FINANCIAL CONSULTANTS GROUP | EVERGREEN STRATEGIC WEALTH | ENTHEOS FINANCIAL | DUNCAN AND HARDIN FINANCIAL | DUGAN FINANCIAL SERVICES | BURKE FINANCIAL SERVICES | BRIGHTLINE FINANCIAL | BLUE OCEAN GLOBAL WEALTH
CRD#: 120222 / SEC#: 801-71475, 8-68183
RIA
Registered Investment Advisory firm - SEC (5/25/2010 Approved)Delaware
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)Florida
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)Georgia
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)Indiana
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)Kentucky
Registered Investment Advisory firm - SEC (6/4/2010 Terminated)Mississippi
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)New Jersey
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)New York
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)North Carolina
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)North Dakota
Registered Investment Advisory firm - SEC (7/5/2018 Approved)Ohio
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)Tennessee
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)Texas
Registered Investment Advisory firm - SEC (12/9/2011 Terminated)Virginia
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/12/2021)
RR
California(11/14/2017)
RR
Colorado(11/14/2017)
RR
Florida(8/10/2022)
RR
Louisiana(11/14/2017)
RR
Michigan(3/19/2025)
RR
Ohio(11/14/2017)
IAR
Ohio(5/5/2025)
RR
South Carolina(1/2/2024)
RR
Tennessee(1/4/2021)
RR
Texas(11/14/2017)
RR
Utah(1/2/2025)
RR
Virginia(1/2/2025)
RR
Washington(11/14/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
PC
PRIVATE CLIENT SERVICES, LLC
AFFIANCE FINANCIAL | WEALTHHYVE ADVISORS | US PLANNING GROUP | SILVERLEAF WEALTH ADVISORY | PRIVATE CLIENT SERVICES, LLC | PCS ADVISORS | MCGILL FINANCIAL ENSEMBLE | MARION INVESTMENT ADVISORS | LINDLE HENNESSEY GROUP | KFG PRIVATE CLIENT SERVICES, LLC | KENTUCKY FINANCIAL GROUP | J&G FINANCIAL | IMPACT WEALTH GROUP | IARANN WEALTH | HERITAGE WEALTH GROUP | HAFELE INVESTMENTS | FIORI FINANCIAL | FINANCIAL CONSULTANTS GROUP | EVERGREEN STRATEGIC WEALTH | ENTHEOS FINANCIAL | DUNCAN AND HARDIN FINANCIAL | DUGAN FINANCIAL SERVICES | BURKE FINANCIAL SERVICES | BRIGHTLINE FINANCIAL | BLUE OCEAN GLOBAL WEALTH
CRD#: 120222 / SEC#: 801-71475, 8-68183
RIA
Registered Investment Advisory firm - SEC (5/25/2010 Approved)Delaware
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)Florida
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)Georgia
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)Indiana
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)Kentucky
Registered Investment Advisory firm - SEC (6/4/2010 Terminated)Mississippi
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)New Jersey
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)New York
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)North Carolina
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)North Dakota
Registered Investment Advisory firm - SEC (7/5/2018 Approved)Ohio
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)Tennessee
Registered Investment Advisory firm - SEC (6/1/2010 Terminated)Texas
Registered Investment Advisory firm - SEC (12/9/2011 Terminated)Virginia
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
2225 Lexington Rd., Louisville, KY 40206
Mailing Address
2225 Lexington Rd., Louisville, KY 40206
Phone number
(502) 451-0600
Established
Kentucky since 02/05/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
60
SEC notice filing (51 States and Territories)
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KFG ENTERPRISES, INC. | SHAREHOLDER | |
| PRIVATE CLIENT SERVICES EMP STOCK OWNERSHIP PLAN & TRUST | ESOP TRUST | |
| GRAHAM, TIMOTHY DALEY | PRESIDENT | 4461811 |
| IRONSIDE, JULIA MEYER | FINOP | 2441578 |
| MILLS, STEVEN RICHARD | CHIEF OPERATIONS OFFICER | 3133520 |
| SAMPSON, ERNEST AUBREY | MANAGING MEMBER, ESOP TRUSTEE | 2001651 |
| TAYLOR-JONES, JOHN PHILIP | CHIEF COMPLIANCE OFFICER | 2171620 |
| WESCOTT, MARY ELIZABETH | CHIEF ADMINISTRATION OFFICER | 4404797 |
Regulatory assets under management
| Total Number of Accounts | 3,271 |
| AUM (Assets Under Management) | $ 1,051,273,980 |
Disclosures
| Regulatory Event | 1 |
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.
