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Marisa A. Bradbury

SIGMA INVESTMENT COUNSELORS
LAKE MARY, FL 32746
Some features on this profile are disabled
CRD#: 5731110
MB

Professional summary

Marisa Anne Bradbury, CFP®, who also goes by Marisa Anne Lenhard, is a registered financial advisor currently at SIGMA INVESTMENT COUNSELORS located in Lake Mary, Florida.

Marisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Marisa has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marisa Anne Lenhard

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 Marisa Anne Bradbury'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®
CFP®

Certified Financial Planner

Start date: 2011

Experience

Current

April 6, 2010 - Present

SIGMA INVESTMENT COUNSELORS

Office #1: 255 Primera Blvd. Suite 160, Lake Mary, FL 32746
RIA
CRD#: 104754
LAKE MARY, FL

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".
SI
SIGMA INVESTMENT COUNSELORS
SIGMA INVESTMENT COUNSELORS | SIGMA MANAGEMENT SERVICES INC | SIGMA INVESTMENT COUNSELORS, INC.

CRD#: 104754 / SEC#: 801-9529

RIA
Registered Investment Advisory firm - (10/10/1973 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
Florida
(9/9/2013)
IAR
Michigan
(4/6/2010)
IAR
Texas
(5/8/2015)

Exams

Current Firm

SI
SIGMA INVESTMENT COUNSELORS
SIGMA INVESTMENT COUNSELORS | SIGMA MANAGEMENT SERVICES INC | SIGMA INVESTMENT COUNSELORS, INC.

CRD#: 104754 / SEC#: 801-9529

RIA
Registered Investment Advisory firm - (10/10/1973 Approved)
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Contact information

Main Address
186 E Main Street Suite 200, Northville, MI 48167
Mailing Address
Phone number
(248) 223-0122
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (1/29/2025)

Regulatory assets under management

Total Number of Accounts2,724
AUM (Assets Under Management)$ 1,947,427,221

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/20/2024
Cover Page
Report
10/23/2023
Cover Page
Report
12/05/2022
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.

Company Information

SIGMA INVESTMENT COUNSELORS

CRD#: 104754Lake Mary, FL 32746

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