Bradley S. Williams

BC ADVISORS

Radnor, PA 19087

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CRD#: 5188810

Professional summary

Bradley Steven Williams, who also goes by Bradley S Williams, Bradley Williams, is a registered financial advisor currently at BC ADVISORS, LLC located in Radnor, Pennsylvania and MAFG RIA SERVICES, INC. located in Mt. Laurel, New Jersey.

Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Bradley has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bradley S Williams | Bradley Williams

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.FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, START JANUARY 2015, 5 HOURS PER WEEK - VARIES DURING TRADING HOURS, INSURANCE AGENT - SELLS LIFE, DISABILITY, HEALTH, ANNUITIES AND LONG-TERM CARE. 2.OLD GRAD AWARD FOUNDATION, NOT INVESTMENT RELATED, 8208 FULTON AVENUE, MARGATE, NJ 08402, SCHOLARSHIP FOUNDATION, START 2008, 1 HOUR PER WEEK - NOT DURING TRADING HOURS, PRESIDENT - ENSURING THE EFFECTIVE ACTION OF THE BOARD IN GOVERNING AND SUPPORTING THE ORGANIZATION. SPEAKS TO MEDIA AND THE COMMUNITY. 3. WillStrat, Inc. is an S-Corporation through which I actively manage personal real estate investment activities. I serve as the Owner and President, dedicating approximately 15-20 hours per week to the evaluation, management, and oversight of multiple real estate investment deals. The entity is used exclusively for passive and active investment purposes and does not provide services to the public or engage in any securities-related business. 4. BLOCS (Business Leadership Organized for Catholic Schools) Role: Board Member Time Commitment: Approximately 5 hours per month Description: Serve in a non-compensated, volunteer capacity providing strategic oversight and guidance. Responsibilities include supporting fundraising initiatives and promoting access to quality education for underserved students through scholarship and tuition assistance programs. This activity is strictly charitable and does not involve any securities-related business or conflicts of interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Steven Williams'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

July 11, 2016 - Present

BC ADVISORS, LLC

Office #1: 201 King Of Prussia Road Suite 650, Radnor, PA 19087

RIA

CRD#: 142982

Radnor, PA

Current

July 11, 2016 - Present

MAFG RIA SERVICES, INC.

Office #1: 102 Gaither Drive Suite 5, Mt. Laurel, NJ 08054

CRD#: 35690

Mt. Laurel, NJ

Past

January 2, 2015 - April 12, 2016

CETERA ADVISORS LLC

RIA

CRD#: 10299

ELIZABETHTOWN, PA

Past

January 2, 2015 - April 12, 2016

CETERA ADVISORS LLC

CRD#: 10299

ELIZABETHTOWN, PA

Past

March 29, 2011 - January 29, 2015

SEI INVESTMENTS MANAGEMENT CORP

RIA

CRD#: 105146

OAKS, PA

Past

March 29, 2011 - January 29, 2015

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

Past

January 2, 2009 - April 9, 2009

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

SAINT PETERSBURG, FL

Past

September 8, 2008 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

LEBANON, PA

Past

June 4, 2008 - April 9, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

LEBANON, PA

Past

March 6, 2008 - June 4, 2008

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

LEBANON, PA

Past

February 7, 2007 - August 30, 2007

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

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".

BC ADVISORS, LLC

CRD#: 142982 / SEC#: 801-67595

RIA

Registered Investment Advisory firm - (3/6/2007 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Pennsylvania
(7/11/2016)

IAR

Pennsylvania
(7/11/2016)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/26/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/22/2007

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: 2/6/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BC ADVISORS, LLC

CRD#: 142982 / SEC#: 801-67595

RIA

Registered Investment Advisory firm - (3/6/2007 Approved)

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Contact information

Main Address

102 Gaither Drive Suite 5, Mt. Laurel, NJ 08054

Mailing Address

Phone number

(856) 793-5000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BC ADVISORS FORM ADV PART 2 BROCHURE 3.2024 (10/21/2025)

Regulatory assets under management

Total Number of Accounts	104
AUM (Assets Under Management)	$ 4,561,383,321

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 S. Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Steven Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAFG RIA SERVICES, INC.

CETERA ADVISORS LLC

CETERA ADVISORS LLC

SEI INVESTMENTS MANAGEMENT CORP

SEI INVESTMENTS DISTRIBUTION CO.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

CETERA INVESTMENT SERVICES LLC

OPPENHEIMER & CO. INC.

Primary Firm SEC Registration

BC ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/26/2008

Series 63

Date: 2/22/2007

SIE

Date: 10/1/2018

Series 7

Date: 2/6/2007

FINRA

Current Firm

BC ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BC ADVISORS, LLC

TRUST BUT VERIFY

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