Bradley S. Barger

WEAVER CAPITAL MANAGEMENT

Suwanee, GA 30024

Some features on this profile are disabled

CRD#: 5156870

Professional summary

Bradley Stewart Barger, CFP®, who also goes by Brad Stewart Barger, Bradley Barger, is a registered financial advisor currently at WEAVER CAPITAL MANAGEMENT, LLC located in Suwanee, Georgia.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Bradley has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Stewart Barger | Bradley Barger

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) CO-TRUSTEE FOR MOTHER'S TRUST, INV RELATED, ALPHARETTA, GA, START: 9/7/2021, 1 HOUR A MONTH, 0 HOURS DURING TRADING; 2) Brad is licensed to sell insurance in Georgia and is entitled to receive commissions or other remuneration on the sale of insurance products. To protect client interests, our policy is to disclose all forms of compensation before any such transaction is executed. Under no circumstance will you pay both a commission to Brad and a management fee to us on the same pool of assets.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Stewart Barger'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®

CFP^®

Certified Financial Planner

Experience

Current

June 10, 2025 - Present

WEAVER CAPITAL MANAGEMENT, LLC

Office #1: 5400 Laurel Springs Parkway Suite 303, Suwanee, GA 30024

RIA

CRD#: 135037

Suwanee, GA

Past

July 15, 2024 - May 22, 2025

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ATLANTA, GA

Past

July 12, 2024 - May 22, 2025

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ATLANTA, GA

Past

September 19, 2016 - May 23, 2024

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

ALPHARETTA, GA

Past

July 1, 2016 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ALPHARETTA, GA

Past

June 13, 2016 - May 23, 2024

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ALPHARETTA, GA

Past

May 16, 2013 - May 12, 2016

MML INVESTORS SERVICES, LLC

CRD#: 10409

ATLANTA, GA

Past

August 21, 2006 - April 16, 2013

NYLIFE SECURITIES LLC

CRD#: 5167

ATLANTA, GA

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".

WEAVER CAPITAL MANAGEMENT, LLC

CRD#: 135037 / SEC#: 801-110518

RIA

Registered Investment Advisory firm - (5/5/2017 Approved)

Florida

Registered Investment Advisory firm - (5/8/2017 Terminated)

Georgia

Registered Investment Advisory firm - (5/8/2017 Terminated)

Louisiana

Registered Investment Advisory firm - (5/11/2017 Terminated)

Tennessee

Registered Investment Advisory firm - (12/31/2013 Terminated)

Texas

Registered Investment Advisory firm - (5/8/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Georgia
(6/10/2025)

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: 6/30/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/28/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/9/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/18/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WEAVER CAPITAL MANAGEMENT, LLC

CRD#: 135037 / SEC#: 801-110518

RIA

Registered Investment Advisory firm - (5/5/2017 Approved)

Florida

Registered Investment Advisory firm - (5/8/2017 Terminated)

Georgia

Registered Investment Advisory firm - (5/8/2017 Terminated)

Louisiana

Registered Investment Advisory firm - (5/11/2017 Terminated)

Tennessee

Registered Investment Advisory firm - (12/31/2013 Terminated)

Texas

Registered Investment Advisory firm - (5/8/2017 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5400 Laurel Springs Parkway Suite 303, Suwanee, GA 30024

Mailing Address

Phone number

(678) 341-1333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEAVER CAPITAL BROCHURE (6/17/2025)

Regulatory assets under management

Total Number of Accounts	981
AUM (Assets Under Management)	$ 434,059,079

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.

Similar Advisors

Ralph Brooks

KINGSVIEW WEALTH MANAGEMENT, LLC

IAR

BRASELTON, GA

Kermit Cottrell

STATE FARM VP MANAGEMENT CORP.

Dunwoody, GA

Matthew Hudzina

MORGAN STANLEY

Alpharetta, GA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bradley S. Barger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Stewart Barger's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

MML INVESTORS SERVICES, LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

WEAVER CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/30/2016

Series 63

Date: 8/28/2006

SIE

Date: 10/1/2018

Series 7

Date: 8/9/2007

Series 6

Date: 8/18/2006

Current Firm

WEAVER CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEAVER CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors