Bradley Clifford Kaiser
Professional Summary
Based in Calabasas and Long Beach, California, Bradley Clifford Kaiser works with HAMILTON GRANT LLC and HG WEALTH PARTNERS LLC to provide investment advice and offer investment products. He holds industry exams that let him sell general and municipal securities and participate in investment banking, and he has qualifications for compliance and principal responsibilities. Many clients seek him out for help with retirement planning or managing taxable investments. He is registered with FINRA and holds...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Brad Kaiser
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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.
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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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
HG WEALTH PARTNERS LLC | HG WEALTH PARTNERS, LLC
Contact Information
Main Address
Long Beach, CAPhone Number
(562) 453-5382# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
23AUM (Assets Under Management)
$9,538,168Similar 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.
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State Registrations and Notice Filings
(5/3/2024)
(5/3/2024)
(6/14/2024)
(5/3/2024)
(7/7/2025)
(11/7/2024)
(5/3/2024)
(8/12/2025)
(5/3/2024)
(5/3/2024)
(5/6/2024)
(5/22/2024)
(8/6/2024)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed May 2024About the Series 52TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Bradley Clifford Kaiser's CRS (Customer Relationship Summary).
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