William Bradford

EMPOWER ADVISORY GROUP

Norwell , MA

CRD#: 5434547

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Professional summary

William Bradford, who also goes by Bill Bradford, William O Bradford, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Norwell , Massachusetts and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. William has worked at 13 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Bill Bradford | William O Bradford

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Bradford'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

June 24, 2026 - Present

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

Norwell , MA

Current

June 15, 2026 - Present

EMPOWER FINANCIAL SERVICES, INC.

Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

April 2, 2024 - November 24, 2025

GRIMES & COMPANY

RIA

CRD#: 109420

WESTBOROUGH, MA

Past

March 1, 2023 - March 20, 2024

CETERA WEALTH SERVICES, LLC

CRD#: 13572

Boston, MA

Past

February 28, 2023 - March 20, 2024

CWM, LLC

RIA

CRD#: 155344

Boston, MA

Past

June 8, 2022 - February 28, 2023

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Boston, MA

Past

May 27, 2022 - February 28, 2023

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Boston, MA

Past

July 11, 2017 - May 31, 2022

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

NORWELL, MA

Past

July 10, 2017 - May 31, 2022

CITIZENS SECURITIES, INC.

CRD#: 39550

NORWELL, MA

Past

August 5, 2013 - July 10, 2017

SANTANDER SECURITIES LLC

RIA

CRD#: 41791

DEDHAM, MA

Past

July 17, 2013 - July 10, 2017

SANTANDER SECURITIES LLC

CRD#: 41791

DEDHAM, MA

Past

October 26, 2009 - February 19, 2013

TD AMERITRADE, INC.

RIA

CRD#: 7870

BOSTON, MA

Past

October 26, 2009 - February 19, 2013

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

BOSTON, MA

Past

October 16, 2009 - February 19, 2013

TD AMERITRADE, INC.

CRD#: 7870

BOSTON, MA

Past

April 27, 2009 - July 22, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NORWELL, MA

Past

January 1, 2008 - July 22, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NORWELL, MA

Past

November 30, 2007 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

NORWELL, MA

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".

EMPOWER ADVISORY GROUP, LLC

ADVISED ASSETS GROUP INC | EMPOWER ADVISORY GROUP, LLC | ADVISED ASSETS GROUP, LLC

CRD#: 112058 / SEC#: 801-58105

RIA

Registered Investment Advisory firm - (11/22/2000 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

Massachusetts
(6/24/2026)

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: 12/19/2007

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: 11/29/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

EMPOWER ADVISORY GROUP, LLC

ADVISED ASSETS GROUP INC | EMPOWER ADVISORY GROUP, LLC | ADVISED ASSETS GROUP, LLC

CRD#: 112058 / SEC#: 801-58105

RIA

Registered Investment Advisory firm - (11/22/2000 Approved)

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Contact information

Main Address

8515 East Orchard Rd 4t2, Greenwood Village, CO 80111

Mailing Address

Phone number

(866) 575-4977

Established

Firm type

Fiscal year end

# of Employees

822

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EMPOWER ADVISORY GROUP PERSONAL STRATEGY(R) WRAP FEE PROGRAM (11/25/2025)

EMPOWER ADVISORY GROUP - ONLINE ADVICE & MANAGED ACCOUNT SERVICE FOR EMPOWER PREMIER IRA (9/22/2025)

EMPOWER ADVISORY GROUP FINANCIAL PLANNING SERVICE (9/19/2025)

EMPOWER PREMIER INVESTMENT ACCOUNT (9/19/2025)

EMPOWER ADVISORY GROUP WRAP FEE PROGRAM BROCHURE FOR EMPOWER MANAGED PORTFOLIOS (9/19/2025)

EMPOWER ADVISORY GROUP - ONLINE ADVICE & PROFESSIONAL MANAGEMENT PROGRAM (9/19/2025)

EMPOWER ADVISORY GROUP - ONLINE ADVICE & MANAGED ACCOUNT SERVICE/MY TOTAL RETIREMENT (9/19/2025)

Regulatory assets under management

Total Number of Accounts	250,707
AUM (Assets Under Management)	$ 159,120,330,491

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/26/2026	Cover Page	Report
03/28/2025	Cover Page	Report
11/21/2023	Cover Page	Report

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

William Bradford

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Bradford's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMPOWER FINANCIAL SERVICES, INC.

GRIMES & COMPANY

CETERA WEALTH SERVICES, LLC

CWM, LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

SANTANDER SECURITIES LLC

SANTANDER SECURITIES LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

EMPOWER ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/19/2007

SIE

Date: 10/1/2018

Series 7

Date: 11/29/2007

FINRA

Current Firm

EMPOWER ADVISORY GROUP, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EMPOWER ADVISORY GROUP, LLC

TRUST BUT VERIFY

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