Bradley Keith Sharp
CFP®Professional Summary
Bradley Keith Sharp, CFP®, who also goes by Bradley Keith Sharp Mr., is a registered financial advisor currently at RWA WEALTH PARTNERS located in Boston, Massachusetts. Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Bradley has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bradley Keith Sharp Mr.
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Contact Information
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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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Credentials
Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
ADVISER | RWA WEALTH PARTNERS, LLC | RWA WEALTH PARTNERS | RWA WEALTH | RWA PRIVATE WEALTH | RWA FAMILY OFFICE | RWA CAPITAL | RWA | ROPES WEALTH ADVISORS, LLC | ROPES WEALTH ADVISORS | PWAG | POLARIS WEALTH ADVISORY GROUP, LLC | ADVISER INVESTMENTS, LLC | ADVISER INVESTMENTS LLC | ADVISER INVESTMENTS | ADVISER CAPITAL
Contact Information
Main Address
Prudential Tower 800 Boylston Street, Boston, MA 02199Phone Number
(857) 255-2100# of Employees
178SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
19,649AUM (Assets Under Management)
$19,795,286,684Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/11/2026 | Cover Page | Report |
| 10/28/2025 | Cover Page | Report |
| 01/02/2025 | Cover Page | Report |
| 09/29/2023 | Cover Page | Report |
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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
ADVISER | RWA WEALTH PARTNERS, LLC | RWA WEALTH PARTNERS | RWA WEALTH | RWA PRIVATE WEALTH | RWA FAMILY OFFICE | RWA CAPITAL | RWA | ROPES WEALTH ADVISORS, LLC | ROPES WEALTH ADVISORS | PWAG | POLARIS WEALTH ADVISORY GROUP, LLC | ADVISER INVESTMENTS, LLC | ADVISER INVESTMENTS LLC | ADVISER INVESTMENTS | ADVISER CAPITAL
State Registrations and Notice Filings
(2/6/2017)
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.
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CRS (Client Relationship Summary) - RIA
RWA WEALTH PARTNERS — Registered Investment Advisory firm
Version Date: Sat, Mar 30, 2024
RWA Wealth Partners, LLC (“RWA Wealth Partners”) is registered with the Securities and Exchange Commission as an investment adviser. Ropes Wealth Advisors is a division of RWA Wealth Partners. Brokerage and investment advisory services and fees differ, and it is important for you to understand the differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.
Since we typically charge asset-based fees, the more assets we manage, the more you will pay in fees. We therefore have an incentive to encourage you to increase the assets you entrust us to manage. Investment management fees are negotiable. In certain circumstances, we charge a flat or fixed fee, discount fees or waive fees. Fees will be automatically deducted from your account, which will reduce the value of your account.
Additional Fees and Costs will apply. The most typical fees you should expect to pay include:
Mutual Fund Fees and Expenses. Investments in mutual funds generally include an embedded expense ratio composed of an investment management fee and/or carried interest paid to the investment adviser of the mutual fund.
Brokerage and Custodial Fees. Brokerage and custodial fees typically vary depending on the qualified custodian where the account is custodied. Certain qualified custodians have specific fees when trading with an affiliated broker-dealer and different brokerage fees charged by a non-affiliated broker-dealer. We do not receive any portion of these fees. You are responsible for paying for the brokerage and custodial costs for your accounts. Our trading desks take into consideration any applicable terms, fees and commission schedule imposed by the qualified custodian for each client account and execute trades consistent with our duty to seek best execution.
External Separate Account Manager Fees. For certain qualified clients, when it is appropriate and cost-effective for the client, we engage third-party investment managers to manage a portion or all of the client’s assets. If we engage an external third-party manager, you are responsible for paying all fees charged by the third-party manager on those assets.
You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investments over time. Please make sure you understand what fees and costs you are paying.
Additional information about our fees is located in Item 5 of our Form ADV Part 2A, which is available online at: https://adviserinfo.sec.gov/firm/summary/156984
Questions to ask your Professional:
- Help me understand how these fees and costs might affect my investments. If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?
When we act as your investment adviser, we have to actin your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you. Here is an example to help you understand what this means.
We provide fiduciary and personal tax return preparation and filing services to clients under the brand RWA Tax Solutions. These services are separate from any investment advisory services and are offered at an additional cost to clients. We typically recommend the services of RWA Tax Solutions to our clients. We are incentivized to recommend RWA Tax Solutions to clients as any fees generated by such services will accrue to RWA Wealth Partners. Whenever we recommend RWA Tax Solutions, clients are encouraged to evaluate other tax service providers.
Additional information about our conflicts of interest is located in our Form ADV Part 2A, which is available online at: https://adviserinfo.sec.gov/firm/summary/156984
Questions to ask your Professional:
- How might your conflicts of interest affect me, and how will you address them?
Our financial professionals are compensated with a salary, discretionary bonus and, for certain Wealth Managers, a percentage of the advisory fee collected from the client. These individuals have an interest in recommending mutual fund, equity, or alternative investment portfolios rather than individual bond portfolios, as the former portfolios have a higher standard fee rate.
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