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Bradford G. Williams

BOSTON PORTFOLIO ADVISERS
Boston, MA 02108-3810
Some features on this profile are disabled
CRD#: 4617841
BW

Professional summary

Bradford Garet Williams, who also goes by Brad Garet Williams, Bradford G Williams, is a registered financial advisor currently at BOSTON PORTFOLIO ADVISERS located in Boston, Massachusetts and LEBED ASSET MANAGEMENT LLC located in Boston, Massachusetts.

Bradford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Bradford has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brad Garet Williams | Bradford G Williams

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 Garet Williams'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

November 24, 2014 - Present

BOSTON PORTFOLIO ADVISERS

Office #1: 6 Beacon Street Suite 725, Boston, MA 02108-3810
RIA
CRD#: 172374
Boston, MA
Current

July 14, 2023 - Present

LEBED ASSET MANAGEMENT LLC

Office #1: 6 Beacon Street Suite 725, Boston, MA 02108-3810
RIA
CRD#: 125279
Boston, MA
Past

March 10, 2006 - December 8, 2015

BOSTON INVESTMENT ADVISERS, INC.

RIA
CRD#: 133725
BOSTON, MA
Past

March 19, 2003 - August 26, 2005

WINGATE WEALTH ADVISORS, INC.

RIA
CRD#: 105012
L:EXINGTON, 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
Arizona
(9/21/2023)
IAR
Massachusetts
(11/24/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/14/2003
Uniform Investment Adviser Law Examination

Current Firm

BP
BOSTON PORTFOLIO ADVISERS
BOSTON PORTFOLIO ADVISERS | BOSTON PORTFOLIO ADVISERS, LLC | BOSTON PORTFOLIO ADVISERS INC.

CRD#: 172374 / SEC#: 801-135801

Arizona
Registered Investment Advisory firm - (9/21/2023 Approved)
Massachusetts
Registered Investment Advisory firm - (11/24/2014 Approved)
New York
Registered Investment Advisory firm - (11/22/2016 Approved)
Texas
Registered Investment Advisory firm - (5/1/2018 Conditional Restricted)
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Contact information

Main Address
6 Beacon Street Suite 725, Boston, MA 02108-3810
Mailing Address
Phone number
(617) 227-7807
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BPA BROCHURE MARCH 2025 (3/9/2026)

Regulatory assets under management

Total Number of Accounts383
AUM (Assets Under Management)$ 121,540,818

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

BOSTON PORTFOLIO ADVISERS

CRD#: 172374Boston, MA 02108-3810

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