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BC

Bradley J. Carter

QUEST INVESTMENT MANAGEMENT
LAKE OSWEGO, OR 97035
Some features on this profile are disabled
CRD#: 4121813
BC

Professional summary

Bradley Jon Carter is a registered financial advisor currently at QUEST INVESTMENT MANAGEMENT, LLC located in Lake Oswego, Oregon.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Bradley has worked at 3 firms and has passed the Series 63 and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Jon Carter's CRS (Customer Relationship Summary).
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®
None

Experience

Current

May 31, 2024 - Present

QUEST INVESTMENT MANAGEMENT, LLC

Office #1: 5 Centerpointe Dr Suite 590, Lake Oswego, OR 97035
RIA
CRD#: 110640
LAKE OSWEGO, OR
Past

January 14, 2003 - July 7, 2004

MONTGOMERY & CO., LLC

BD
CRD#: 42300
SANTA MONICA, CA
Past

March 6, 2000 - July 25, 2002

ROBERTSON STEPHENS, INC.

BD
CRD#: 41271
SAN FRANCISCO, CA

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".
QI
QUEST INVESTMENT MANAGEMENT, LLC
QUEST INVESTMENT MANAGEMENT INC | QUEST INVESTMENT MANAGEMENT, LLC

CRD#: 110640 / SEC#: 801-23659

RIA
Registered Investment Advisory firm - (3/12/1985 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.

Highlighted states indicate IAR registrations

IAR
Oregon
(5/31/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 4/1/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/17/2000
General Securities Representative Examination

Current Firm

QI
QUEST INVESTMENT MANAGEMENT, LLC
QUEST INVESTMENT MANAGEMENT INC | QUEST INVESTMENT MANAGEMENT, LLC

CRD#: 110640 / SEC#: 801-23659

RIA
Registered Investment Advisory firm - (3/12/1985 Approved)
PREMIUM
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Contact information

Main Address
5 Centerpointe Dr Suite 590, Lake Oswego, OR 97035
Mailing Address
Phone number
(503) 221-0158
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV (3/5/2026)

Regulatory assets under management

Total Number of Accounts125
AUM (Assets Under Management)$ 1,709,267,441

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

QUEST INVESTMENT MANAGEMENT, LLC

CRD#: 110640Lake Oswego, OR 97035

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