Bradford S. Greenleaf

TRINEXUS CAPITAL

Windham, NH 03087-1152

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CRD#: 4346263

Professional summary

Bradford Scot Greenleaf is a registered financial advisor currently at TRINEXUS CAPITAL, LLC located in Windham, New Hampshire.

Bradford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Bradford has worked at 2 firms .

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 Bradford Scot Greenleaf'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®

None

Experience

Current

January 5, 2021 - Present

TRINEXUS CAPITAL, LLC

Office #1: 115 Indian Rock Road #6, Windham, NH 03087-1152

RIA

CRD#: 298365

Windham, NH

Past

October 6, 2014 - December 31, 2017

BEACONCREST CAPITAL MANAGEMENT

RIA

CRD#: 172741

BOSTON, MA

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

New Hampshire
(1/5/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

TRINEXUS CAPITAL, LLC

CRD#: 298365 / SEC#:

New Hampshire

Registered Investment Advisory firm - (1/4/2021 Approved)

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Contact information

Main Address

115 Indian Rock Road #6, Windham, NH 03087-1152

Mailing Address

Phone number

(603) 260-3291

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 16,800,000

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.

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Bradford S. Greenleaf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradford Scot Greenleaf's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRINEXUS CAPITAL, LLC

BEACONCREST CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

TRINEXUS CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRINEXUS CAPITAL, LLC

TRUST BUT VERIFY

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