BR
Bradley F. Richardson
BRADYCO FINANCIAL
CAMBRIDGE, MA
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CRD#: 4675472
BR
Professional summary
Bradley Frederick Richardson, who also goes by Brad Richardson, is a registered financial advisor currently at BRADYCO FINANCIAL located in Cambridge, Massachusetts.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Bradley has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brad Richardson
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.
PRESIDENT, BRADYCO, INC., THE PARENT OF BRADYCO FINANCIAL, FOUNDED IN 1985; OPERATES IN 2 AREAS: FINANCIAL CONSULTING AND INVESTMENT MANAGEMENT. MANAGING PARTNER, RFP PARTNERSHIP - FOUNDED 1989: OWNS ONE RESIDENTIAL REAL ESTATE PROPERTY. TRUSTEE, 2 TRUSTS FOR MY PARENTS CREATED IN 1986: MANAGE INVESTMENT PORTFOLIOS AND 2 TRUSTS CREATED IN 2004 BY MY COUSIN, HOLLY P. R. TODD: MANAGE AND DO FINANCIAL CONSULTING. CO-TRUSTEE OF GENERAL PARTNER OF LIMITED PARTNERSHIP: MANAGE INVESTMENTS. EXCEPT FOR MY MOTHER'S TRUST (FREDA S. RICHARDSON 1986 TRUST, 6825 DAVIS BLVD APT 360, NAPLES, FL 34104), ALL OF THESE ENTITIES USE THE SAME ADDRESS AS BRADYCO. ASIDE FROM THE INVESTMENT MANAGEMENT AND FINANCIAL CONSULTING WORK FOR THESE ENTITIES (WHICH IS PERFORMED BY BRADYCO), I SPEND APPROXIMATELY 20 HOURS/MONTH ON THESE OTHER RESPONSIBILITIES.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Frederick Richardson'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®
NoneExperience
Current
July 30, 2003 - Present
BRADYCO FINANCIAL
RIA
CRD#: 127204
CAMBRIDGE, MA
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".
BF
BRADYCO FINANCIAL
BRADYCO FINANCIAL | BRADYCO, INC. | BRADYCO, INC
CRD#: 127204 / SEC#: 801-132843
RIA
Registered Investment Advisory firm - (5/23/2025 Approved)Massachusetts
Registered Investment Advisory firm - (6/16/2025 Terminated)Texas
Registered Investment Advisory firm - (6/16/2025 Terminated)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
Maine(6/24/2025)
IAR
Massachusetts(7/30/2003)
IAR
Texas(5/9/2006)
Current Firm
BF
BRADYCO FINANCIAL
BRADYCO FINANCIAL | BRADYCO, INC. | BRADYCO, INC
CRD#: 127204 / SEC#: 801-132843
RIA
Registered Investment Advisory firm - (5/23/2025 Approved)Massachusetts
Registered Investment Advisory firm - (6/16/2025 Terminated)Texas
Registered Investment Advisory firm - (6/16/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Cambridge, MA
Mailing Address
Phone number
(617) 945-1991
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 99 |
| AUM (Assets Under Management) | $ 175,709,938 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/09/2024 | ||
| 09/06/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
