BB
Bradley M. Barrie
DYNAMIC WEALTH GROUP
HENDERSON, NV
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CRD#: 3048587
BB
Professional summary
Bradley Mitchell Barrie, CFP® is a registered financial advisor currently at DYNAMIC WEALTH GROUP located in Henderson, Nevada and CEROS FINANCIAL SERVICES, INC. located in Rockville, Maryland.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Bradley has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 10, Series 9 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Business Ownership: Dynamic Wealth Group, Managing Director, Las Vegas, NV 89121; Investment Related, 60+ hours per month, 20-39 during trading hours, LLAP Group, Managing Director, Las Vegas, NV 89121; Investment related, as it is the holding company for Dynamic Wealth Group, 1 to 9 hours per month, 1-9 during trading hours, Dynamic Alpha Group; Owner/Consultant; Consulting; Las Vegas, NV 89121; Not Investment Related; May 2017; 60+ hours per month; 20-39 during trading hours/ KHZ LLC; Manager; Real Estate Related; July 2018; 1 to 9 hours per month; 1-9 during trading hours/ Barrie Holdings LLC; Manager; Not Investment Related; August 2018; 1 to 9 hours per month; 1-9 during trading hours/ Villa Rica LLC; Manager; Real Estate Related; August 2018; 1 to 9 hours per month; 1-9 during trading hours/ Dynamic Alpha Solutions LLC; Manager; Real estate related; Las Vegas, NV 89121; January 2020; 1 to 9 hours per month; 1-9 during trading hours/ The Alliance Foundation; President; Non-Profit; Las Vegas, NV 89121;Not Investment Related; September 2020; 10 to 19 hours per month; 10-19 during trading hours/ LLAP Management, LLC, Manager, Real Estate Related, Manager, Las Vegas, NV 89121, July 2023, 1 to 9 hours per month; 1-9 during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Mitchell Barrie'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®
CFP®
Start date: 2006
Experience
Current
February 11, 2025 - Present
DYNAMIC WEALTH GROUP
RIA
CRD#: 326607
HENDERSON, NV
Current
February 25, 2025 - Present
CEROS FINANCIAL SERVICES, INC.
Office #1: 1445 Research Boulevard Suite 530, Rockville, MD 20850BD
CRD#: 37869
Rockville, MD
Past
June 25, 1998 - July 14, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Schaumburg, IL
Past
May 14, 1998 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
May 14, 1998 - July 14, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Schaumburg, IL
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".
DW
DYNAMIC WEALTH GROUP
DYNAMIC ALPHA SOLUTIONS | DYNAMIC WEALTH GROUP, LLC | DYNAMIC WEALTH GROUP
CRD#: 326607 / SEC#: 801-128038
RIA
Registered Investment Advisory firm - (5/26/2023 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.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
IAR
Nevada(2/11/2025)
RR
Nevada(5/8/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
DW
DYNAMIC WEALTH GROUP
DYNAMIC ALPHA SOLUTIONS | DYNAMIC WEALTH GROUP, LLC | DYNAMIC WEALTH GROUP
CRD#: 326607 / SEC#: 801-128038
RIA
Registered Investment Advisory firm - (5/26/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Henderson, NV
Mailing Address
Phone number
(702) 602-4007
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 138,918,036 |
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.
