BS
Bradley R. Scoular
FARTHER
Denver, CO
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CRD#: 4802322
BS
Professional summary
Bradley Robert Scoular, AIF®, who also goes by Bradley R Scoular, is a registered financial advisor currently at FARTHER located in Denver, Colorado.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Bradley has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bradley R Scoular
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.
(1)NAME: BRADLEY R. SCOULAR INV REL: Y ADD: 4600 S ULSTER ST., SUITE 1200, DENVER, CO 80237 NATURE: OUTSIDE INSURANCE POSITION: SALES, AGENT START DATE: 01/2004 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: INDIVIDUAL LIFE, HEALTH, GROUP HEALTH (2)NAME: BRADLEY SCOULAR DESIGNS INV REL: N ADD: AT RESIDENTIAL ADDRESS NATURE: PERSONALLY MAKING AND SELLING A VARIETY OF WOODWORKING GOODS POSITION: OWNERSHIP START DATE: 05/32/2020 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 0. (3) NAME: BRADLEY SCOULAR INV REL: Y ADDR: 5607 CANTERBURY DR, CULVER CITY, CA 90230 NATURE: RENTAL INCOME POSITION: OWNER START: 11/1/2020 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0. (4) NAME: R & B PROPERTIES LLC INV REL: Y ADDR: 225 HI COUNTRY DRIVE, UNIT 11-1213, WINTER PARK, CO 80482 NATURE: RENTAL PROPERTY POSITION: PARTNER IN LLC START: 05/28/2021 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0. DESCRIBE DUTIES: FINANCIAL OBLIGATION AND HIRING RENTAL COMPANY (5) NAME: SIMPLIFIED FINANCIAL CONCEPTS INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: FINANCIAL LITERACY WORKSHOPS POSITION: CEO/FOUNDER START: 01/2025 NO HRS/MO: 40 NO HRS/MO DUR TRADING: 30. DESCRIBE DUTIES: PRESENTING FINANCIAL LITERACY WORKSHOPS AND SPEAKING ENGAGEMENTS TO INDIVIDUALS AND GROUPS, NO SPECIFIC RECOMMENDATIONS IN REGARDS TO SECURITIES.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Robert Scoular'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®
Experience
Current
April 7, 2025 - Present
FARTHER
RIA
CRD#: 302050
Denver, CO
Past
November 8, 2021 - May 2, 2025
GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC
RIA
CRD#: 316072
DENVER, CO
Past
March 25, 2017 - November 1, 2021
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Denver, CO
Past
March 25, 2017 - November 1, 2021
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Denver, CO
Past
June 26, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
LOS ANGELES, CA
Past
June 26, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
LOS ANGELES, CA
Past
October 18, 2013 - October 30, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
DIAMOND BAR, CA
Past
May 20, 2013 - October 30, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
DIAMOND BAR, CA
Past
February 23, 2010 - May 22, 2013
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
LOS ANGELES, CA
Past
November 10, 2004 - January 14, 2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
LOS ANGELES, CA
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".
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 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
Colorado(4/7/2025)
IAR
Texas(4/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
