Adele B. Bolson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Adele Brady Bolson, who also goes by Adele Louise Brady, was a registered financial professional .
Adele is a previously registered financial professional and started their career in finance in 2000. Adele had worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 20, 2023 - December 31, 2024
PREVAIL WEALTH MANAGEMENT
October 25, 2022 - December 31, 2022
PREVAIL WEALTH MANAGEMENT
November 14, 2019 - December 31, 2021
PREVAIL WEALTH MANAGEMENT
October 15, 2013 - April 16, 2020
SOUND SENSE MONEY MANAGEMENT LLC
September 25, 2000 - May 19, 2014
ADELE BRADY BOLSON CPA PS
Primary Firm SEC Registration
PREVAIL WEALTH MANAGEMENT
CRD#: 164532 / SEC#: 801-122532
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
PREVAIL WEALTH MANAGEMENT
CRD#: 164532 / SEC#: 801-122532
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 240 |
| AUM (Assets Under Management) | $ 214,644,813 |
Red Flags
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