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Michael D. Bradley

BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT
Miami, FL
Some features on this profile are disabled
CRD#: 4326170
MB

Professional summary

Michael Dillingham Bradley, who also goes by Michael Dillingham Bardley, is a registered financial advisor currently at BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC located in Miami, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Michael has worked at 3 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Dillingham Bardley

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 Michael Dillingham Bradley'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

January 13, 2021 - Present

BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC

RIA
CRD#: 296931
Miami, FL
Past

May 17, 2012 - November 30, 2018

BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT LLC

RIA
CRD#: 144903
JACKSON, WY
Past

April 2, 2001 - September 25, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
SAN FRANCISCO, CA
Past

January 29, 2001 - September 25, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
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".
B&
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 296931 / SEC#: 801-113281

RIA
Registered Investment Advisory firm - (5/23/2018 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
California
(1/13/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/15/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/2/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 3/6/2006
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 1/26/2001
General Securities Representative Examination

Current Firm

B&
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 296931 / SEC#: 801-113281

RIA
Registered Investment Advisory firm - (5/23/2018 Approved)
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Contact information

Main Address
Coral Gables, FL
Mailing Address
50 California Street 15th Floor, San Francisco, CA 94111
Phone number
(415) 655-5500
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 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

BRADLEY & COMPANY FORM ADV PART 2A - FEBRUARY 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts337
AUM (Assets Under Management)$ 224,741,925

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

BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 296931Miami, FL

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