Bradley P. Warner

CBIZ INVESTMENT ADVISORY SERVICES

MEDIA, PA 19063

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CRD#: 4649039

Professional summary

Bradley Patrick Warner, who also goes by Brad Warner, Bradley P Warner, is a registered financial advisor currently at CBIZ INVESTMENT ADVISORY SERVICES, LLC located in Media, Pennsylvania.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Bradley has worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Warner | Bradley P Warner

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 Bradley Patrick Warner'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

May 29, 2018 - Present

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Office #1: 115 W State Street Suite 300, Media, PA 19063

RIA

CRD#: 286002

MEDIA, PA

Past

November 9, 2015 - April 1, 2019

INR ADVISORY SERVICES, LLC

RIA

CRD#: 136996

MEDIA, PA

Past

October 26, 2015 - February 8, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

MEDIA, PA

Past

September 23, 2014 - August 31, 2015

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

WAYNE, PA

Past

September 12, 2014 - May 5, 2015

LPL FINANCIAL LLC

CRD#: 6413

WAYNE, PA

Past

May 22, 2012 - September 12, 2014

FINANCIAL TELESIS INC

CRD#: 31012

WAYNE, PA

Past

May 15, 2012 - November 17, 2014

FINANCIAL TELESIS INC

RIA

CRD#: 31012

WAYNE, PA

Past

September 6, 2011 - November 30, 2015

TP INVESTMENT ADVISORY SERVICES, LLC

RIA

CRD#: 157184

MEDIA, PA

Past

September 16, 2010 - September 13, 2011

MOYNAHAN MANAGEMENT COMPANY, INC

RIA

CRD#: 153572

AVONDALE, PA

Past

May 1, 2008 - September 14, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PENNINGTON, NJ

Past

May 1, 2008 - September 14, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

February 9, 2007 - March 14, 2008

VALLEY FORGE ASSET MANAGEMENT, LLC

RIA

CRD#: 7438

WILMINGTON, DE

Past

May 11, 2006 - March 17, 2008

RAMPART FINANCIAL SERVICES, INC.

CRD#: 43294

DOYLESTOWN, PA

Past

March 16, 2004 - June 7, 2005

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

May 6, 2003 - February 23, 2004

J. B. HANAUER & CO.

CRD#: 6958

PARSIPPANY, NJ

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".

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CBIZ INVESTMENT ADVISORY SERVICES, LLC | THE INR TEAM OF CBIZ IAS | CBIZ RETIREMENT PLAN SERVICES

CRD#: 286002 / SEC#: 801-108996

RIA

Registered Investment Advisory firm - (2/8/2017 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

Pennsylvania
(5/29/2018)

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: 2/8/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/21/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/8/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/5/2003

General Securities Representative Examination

Current Firm

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CBIZ INVESTMENT ADVISORY SERVICES, LLC | THE INR TEAM OF CBIZ IAS | CBIZ RETIREMENT PLAN SERVICES

CRD#: 286002 / SEC#: 801-108996

RIA

Registered Investment Advisory firm - (2/8/2017 Approved)

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Contact information

Main Address

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131

Mailing Address

Phone number

(216) 447-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CBIZ IAS BROCHURE NO WRAP (3/27/2025)

THE CBIZ INR WRAP BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	2,658
AUM (Assets Under Management)	$ 10,491,932,749

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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Advisor Monitoring

Firm Stability Insights

Bradley P. Warner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Patrick Warner's CRS (Customer Relationship Summary).

Certified licenses

Experience

INR ADVISORY SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

GLOBAL RETIREMENT PARTNERS LLC

LPL FINANCIAL LLC

FINANCIAL TELESIS INC

FINANCIAL TELESIS INC

TP INVESTMENT ADVISORY SERVICES, LLC

MOYNAHAN MANAGEMENT COMPANY, INC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

VALLEY FORGE ASSET MANAGEMENT, LLC

RAMPART FINANCIAL SERVICES, INC.

VANGUARD MARKETING CORPORATION

J. B. HANAUER & CO.

Primary Firm SEC Registration

CBIZ INVESTMENT ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/8/2007

Series 63

Date: 6/21/2003

SIE

Date: 2/8/2017

Series 7

Date: 5/5/2003

Current Firm

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CBIZ INVESTMENT ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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