Bradley Bruce Patton
CFP®Professional Summary
Bradley Bruce Patton, CFP® is a registered financial advisor currently at FOURTHOUGHT FINANCIAL PARTNERS, LLC. located in Venice, Florida. Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Bradley has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
FOURTHOUGHT FINANCIAL PARTNERS, LLC.
Contact Information
Main Address
310 W. Venice Avenue Suite 201, Venice, FL 34285Phone Number
(941) 408-8557# of Employees
20SEC notice filing (32 States and Territories)
Registered to provide investment advisory services in 32 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,199AUM (Assets Under Management)
$1,927,136,763Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
Primary Firm SEC Registration
FOURTHOUGHT FINANCIAL PARTNERS, LLC.
State Registrations and Notice Filings
(12/6/2022)
(11/9/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2004About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Bradley Bruce Patton's CRS (Customer Relationship Summary).
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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
