Bradley S. Tremitiere
Professional summary
Bradley Scott Tremitiere, who also goes by Brad Tremitiere, is a registered financial advisor currently at RANCH CAPITAL ADVISORS INC. located in Sarasota, Florida.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Bradley has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Scott Tremitiere's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 21, 2019 - Present
RANCH CAPITAL ADVISORS INC.
Office #1: 4910 Lakewood Ranch Blvd #130, Sarasota, FL 34240December 22, 2010 - August 7, 2019
WELLINGTON SHIELDS & CO., LLC
November 30, 2009 - August 7, 2019
WELLINGTON SHIELDS & CO., LLC
February 4, 1999 - December 11, 2009
SHIELDS & COMPANY
November 20, 1998 - February 3, 1999
IDS LIFE INSURANCE COMPANY
November 20, 1998 - February 3, 1999
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
RANCH CAPITAL ADVISORS INC.
CRD#: 300966 / SEC#: 801-114909
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/21/2019)
(7/6/2021)
Exams
Current Firm
RANCH CAPITAL ADVISORS INC.
CRD#: 300966 / SEC#: 801-114909
Contact information
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,138 |
| AUM (Assets Under Management) | $ 338,240,466 |
Red Flags
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