Gregory R. Bradstreet
Professional summary
Gregory Ryan Bradstreet, CFA, CFP®, CPWA®, who also goes by Greg Bradstreet, is a registered financial advisor currently at FARNAM FINANCIAL located in Peoria, Arizona.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Gregory has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Ryan Bradstreet's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 23, 2024 - Present
FARNAM FINANCIAL
Office #1: 16165 N 83rd Ave Suite 200, Peoria, AZ 85382March 5, 2012 - April 11, 2024
SCHWAB WEALTH ADVISORY, INC.
August 24, 2011 - March 5, 2012
CHARLES SCHWAB & CO., INC.
May 24, 2010 - April 11, 2024
CHARLES SCHWAB & CO., INC.
January 12, 2009 - April 20, 2010
CHASE INVESTMENT SERVICES CORP.
Primary Firm SEC Registration
FARNAM FINANCIAL
CRD#: 306180 / SEC#: 801-132622
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/2/2024)
(4/23/2024)
Exams
Current Firm
FARNAM FINANCIAL
CRD#: 306180 / SEC#: 801-132622
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 240 |
| AUM (Assets Under Management) | $ 161,447,231 |
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.
