Bradley J. Bolnick
Professional summary
Bradley Jay Bolnick, who also goes by Brad Jay Bolnick, Brad Bolnick, Bradley J Bolnick, Bradley Bolnick, is a registered financial advisor currently at GCB PRIVATE WEALTH located in Austin, Texas.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Bradley has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Jay Bolnick's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 23, 2018 - Present
GCB PRIVATE WEALTH
April 29, 2013 - April 23, 2018
PRIVATE PORTFOLIO PARTNERS, LLC
April 19, 2013 - April 4, 2018
LPL FINANCIAL LLC
May 14, 2010 - April 23, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 14, 2010 - April 23, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 24, 2008 - May 17, 2010
WELLS FARGO CLEARING SERVICES, LLC
November 10, 2008 - May 17, 2010
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/12/2023)
(7/17/2023)
(8/8/2025)
(3/23/2018)
(10/12/2021)
(7/6/2021)
Exams
Current Firm
GCB PRIVATE WEALTH
CRD#: 292356 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 154 |
| AUM (Assets Under Management) | $ 35,833,635 |
Red Flags
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