Bradley E. Singer

VAIL FINANCIAL ADVISORS

Vail, AZ

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CRD#: 5642661

Professional summary

Bradley Eugene Singer, who also goes by Bradley E Singer, is a registered financial advisor currently at VAIL FINANCIAL ADVISORS located in Vail, Arizona.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Bradley has worked at 5 firms and has passed the Series 66, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bradley E Singer

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 Bradley Eugene Singer's 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

February 26, 2021 - Present

VAIL FINANCIAL ADVISORS

RIA

CRD#: 312568

Vail, AZ

Past

July 25, 2012 - December 31, 2020

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

PHOENIX, AZ

Past

September 24, 2010 - October 26, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHANDLER, AZ

Past

September 24, 2010 - October 26, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHANDLER, AZ

Past

December 3, 2009 - May 18, 2010

WADDELL & REED

RIA

CRD#: 866

SCOTTSDALE, AZ

Past

October 23, 2009 - May 18, 2010

WADDELL & REED

CRD#: 866

SCOTTSDALE, AZ

Past

June 18, 2009 - August 25, 2009

NEW DIRECTIONS CAPITAL MANAGEMENT

RIA

CRD#: 148576

TEMPE, AZ

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

Arizona
(2/26/2021)

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: 11/16/2009

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/15/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 10/22/2009

General Securities Representative Examination

Current Firm

VAIL FINANCIAL ADVISORS

SINGER VENTURES LLC | VAIL FINANCIAL ADVISORS

CRD#: 312568 / SEC#:

Arizona

Registered Investment Advisory firm - (2/26/2021 Approved)

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Contact information

Main Address

Vail, AZ

Mailing Address

Phone number

(480) 330-4878

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Bradley E. Singer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Eugene Singer's CRS (Customer Relationship Summary).

Certified licenses

Experience

VAIL FINANCIAL ADVISORS

EDELMAN FINANCIAL ENGINES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WADDELL & REED

WADDELL & REED

NEW DIRECTIONS CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 11/16/2009

Series 65

Date: 8/15/1999

Series 7

Date: 10/22/2009

Current Firm

VAIL FINANCIAL ADVISORS

Contact information

Documents

Red Flags

Company Information

VAIL FINANCIAL ADVISORS

TRUST BUT VERIFY

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