Bradley A. Sayre

SHARED VISION WEALTH GROUP

Carlsbad, CA

Some features on this profile are disabled

CRD#: 5278579

Professional summary

Bradley Aaron Sayre, CFP®, who also goes by Bradley A Sayre, is a registered financial advisor currently at SHARED VISION WEALTH GROUP located in Carlsbad, California.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Bradley has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bradley A Sayre

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.

Bradley Sayre is an insurance producer in CA since 2007. LIC: 0F64488. Mr. Sayre spends less than 5 hours per month in this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Aaron Sayre'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^®

CRD#: 250

LA JOLLA, 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".

SHARED VISION WEALTH GROUP

SHARED VISION WEALTH GROUP | SHARED VISION WEALTH GROUP, LLC

CRD#: 325000 / SEC#: 801-128147

RIA

Registered Investment Advisory firm - (9/25/2023 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

California
(6/19/2023)

IAR

Hawaii
(6/28/2023)

IAR

Texas
(6/28/2023)

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 66

Date: 3/15/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/5/2007

General Securities Representative Examination

Current Firm

SHARED VISION WEALTH GROUP

SHARED VISION WEALTH GROUP | SHARED VISION WEALTH GROUP, LLC

CRD#: 325000 / SEC#: 801-128147

RIA

Registered Investment Advisory firm - (9/25/2023 Approved)

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

Carlsbad, CA

Mailing Address

Phone number

(760) 349-1750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SHARED VISION ADV 2A (3/7/2025)

Regulatory assets under management

Total Number of Accounts	556
AUM (Assets Under Management)	$ 258,192,606

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

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bradley A. Sayre

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Aaron Sayre's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWEST ASSET MANAGEMENT

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

SHARED VISION WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 3/15/2007

SIE

Date: 10/1/2018

Series 7

Date: 3/5/2007

Current Firm

SHARED VISION WEALTH GROUP

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHARED VISION WEALTH GROUP

TRUST BUT VERIFY

Similar Advisors