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BG

Bradley Gellert

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CRD#: 2869018
BG

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bradley Gellert, who also goes by Bradley Martin Gellert, was a registered financial professional .

Bradley is a previously registered financial professional and started their career in finance in 1998. Bradley had worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bradley Martin Gellert

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

May 31, 2013 - April 17, 2014

KINETIC FINANCIAL ADVISORS, LLC

RIA
CRD#: 156870
SARASOTA, FL
Past

March 31, 2008 - March 23, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
TAMPA, FL
Past

March 26, 2008 - March 23, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
TAMPA, FL
Past

December 11, 2007 - March 10, 2008

WADDELL & REED

RIA
CRD#: 866
TAMPA, FL
Past

November 27, 2007 - March 10, 2008

WADDELL & REED

BD
CRD#: 866
TAMPA, FL
Past

August 7, 2006 - June 8, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAINT PETERSBURG, FL
Past

August 3, 2006 - June 8, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAINT PETERSBURG, FL
Past

November 19, 2004 - August 9, 2006

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
SUN CITY CENTER, FL
Past

August 29, 2000 - November 29, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SUN CITY CENTER, FL
Past

August 28, 2000 - November 29, 2004

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

September 2, 1998 - March 2, 2000

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 4/24/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/3/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/1/1998
General Securities Representative Examination

Current Firm

KF
KINETIC FINANCIAL ADVISORS, LLC
KINETIC FINANCIAL ADVISORS | ROSENBERGER, GINA | KINETIC STRATEGIC GROUP, LLC | KINETIC FINANCIAL ADVISORS, LLC

CRD#: 156870 / SEC#:

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Contact information

Main Address
1800 2nd Street Suite 855, Sarasota, FL 34236
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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

KINETIC FINANCIAL ADVISORS, LLC

CRD#: 156870

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