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BS

Bradley C. Smith

DEARBORN PARTNERS L.L.C.
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 4517662
BS

Professional summary

Bradley Clifton Smith is a registered financial advisor currently at DEARBORN PARTNERS L.L.C. located in Chicago, Illinois.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Bradley has worked at 2 firms .

top-8-questions

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.
Minority owner/partner (since 2002) in MPI Investment Management Inc. ("MPI") which is located at 15 Salt Creek Lane, Suite 404, Hinsdale IL, 60521, which is an investment advisory firm. I devote zero hours to MPI, and my stake is purely one of ownership.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Clifton Smith'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

July 18, 2019 - Present

DEARBORN PARTNERS L.L.C.

Office #1: 200 W Madison St Suite 1950, Chicago, IL 60606
RIA
CRD#: 108147
Chicago, IL
Past

September 17, 2018 - October 16, 2018

DEARBORN PARTNERS L.L.C.

RIA
CRD#: 108147
CHICAGO, IL
Past

April 17, 1999 - October 16, 2018

MPI INVESTMENT MANAGEMENT INC

RIA
CRD#: 105181
HINSADLE, IL

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".
DP
DEARBORN PARTNERS L.L.C.
DEARBORN PARTNERS L.L.C.

CRD#: 108147 / SEC#: 801-54279

RIA
Registered Investment Advisory firm - (4/24/1997 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
Illinois
(7/18/2019)

Exams

Current Firm

DP
DEARBORN PARTNERS L.L.C.
DEARBORN PARTNERS L.L.C.

CRD#: 108147 / SEC#: 801-54279

RIA
Registered Investment Advisory firm - (4/24/1997 Approved)
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Contact information

Main Address
200 W Madison St Suite 1950, Chicago, IL 60606
Mailing Address
Phone number
(312) 795-1000
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (42 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

DEARBORN PARTNERS LLC FORM ADV BROCHURE MARCH 21, 2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts2,837
AUM (Assets Under Management)$ 3,533,103,194

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

DEARBORN PARTNERS L.L.C.

CRD#: 108147Chicago, IL 60606

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