Bradford G. Williams

BOSTON PORTFOLIO ADVISERS

Boston, MA 02108-3810

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CRD#: 4617841

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.

I AM CURRENTLY AN OFFICER OF LEBED ASSET MANAGEMENT LLC ("LAM") LOCATED AT 6 BEACON STREET, BOSTON, MA 02108. LAM IS A REGISTERED INVESTMENT ADVISER SERVING PRIMARILY INDIVIDUALS, FAMILIES AND TRUSTS. MY POSITION IS DIRECTOR OF FUND RESEARCH. I WAS APPOINTED TO THIS POSITION AND AS AN OFFICER OF LAM IN MARCH OF 2011. I AM NOT AN EMPLOYEE OF LAM, BUT AM COMPENSATED FOR THE SERVICES I PROVIDE. MY DUTIES INVOLVE SELECTION AND MONITORING OF MUTUAL FUNDS AND EXCHANGE-TRADED FUNDS AS WELL AS MAKING RECOMMENDATIONS ON CHANGES TO CLIENT HOLDINGS OF THESE SECURITIES. ON OCCASION I MAY BE INVOLVED IN MARKETING LAM'S SERVICES TO PROSPECTIVE CLIENTS. I DEVOTE LESS THAN 20 HOURS A MONTH TO MY LAM DUTIES, ANY OR ALL OF WHICH MAY TAKE PLACE DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradford Garet Williams'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

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)

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

State Security Law Exam

IAR

Series 65

Date: 3/14/2003

Uniform Investment Adviser Law Examination

Current Firm

BOSTON PORTFOLIO ADVISERS

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

CRD#: 172374 / SEC#:

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	343
AUM (Assets Under Management)	$ 98,301,478

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 G. Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradford Garet Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOSTON PORTFOLIO ADVISERS

LEBED ASSET MANAGEMENT LLC

BOSTON INVESTMENT ADVISERS, INC.

WINGATE WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/14/2003

Current Firm

BOSTON PORTFOLIO ADVISERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BOSTON PORTFOLIO ADVISERS

TRUST BUT VERIFY

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