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Bradley Eugene Singer

VAIL FINANCIAL ADVISORS
VAIL, AZ
·CRD# 5642661·27 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bradley E Singer

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

27 years in the financial services industry

Current & Past Employments

VAIL FINANCIAL ADVISORS·CRD# 312568
RIA
Vail, AZ
February 26, 2021 - Present
EDELMAN FINANCIAL ENGINES·CRD# 104510
RIA
Phoenix, AZ
July 25, 2012 - December 31, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Chandler, AZ
September 24, 2010 - October 26, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Chandler, AZ
September 24, 2010 - October 26, 2011
WADDELL & REED·CRD# 866
RIA
Scottsdale, AZ
December 3, 2009 - May 18, 2010
WADDELL & REED·CRD# 866
BD
Scottsdale, AZ
October 23, 2009 - May 18, 2010
NEW DIRECTIONS CAPITAL MANAGEMENT·CRD# 148576
RIA
Tempe, AZ
June 18, 2009 - August 25, 2009

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Current Firm

VF
VAIL FINANCIAL ADVISORS

SINGER VENTURES LLC | VAIL FINANCIAL ADVISORS

CRD#: 312568
Arizona
Registered Investment Advisory firm - Arizona (2/26/2021 Approved)

Contact Information

Main Address

Vail, AZ

Phone Number

(480) 330-4878

# of Employees

1

Documents

Latest Form ADV
0

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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.

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2009About the Series 66 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 1999About the Series 65 exam

Series 7 — General Securities Representative Examination

Passed Oct 2009About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

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