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AS

Adrian C. Schultz

BRADLEY WEALTH
Scottsdale, AZ 85254
Some features on this profile are disabled
CRD#: 5862565
AS

Professional summary

Adrian Christopher Schultz, who also goes by Adrian Schultz, Adrien Christopher Schultz, Adrien Schultz, is a registered financial advisor currently at BRADLEY WEALTH LLC located in Scottsdale, Arizona.

Adrian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Adrian has worked at 5 firms and has passed the Series 65, Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Adrian Schultz | Adrien Christopher Schultz | Adrien Schultz

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 Adrian Christopher Schultz'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

April 14, 2026 - Present

BRADLEY WEALTH LLC

Office #1: 16430 N. Scottsdale Road Suite 230, Scottsdale, AZ 85254
RIA
CRD#: 131808
Scottsdale, AZ
Past

July 15, 2022 - August 3, 2023

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Tempe, AZ
Past

May 10, 2022 - August 3, 2023

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Tempe, AZ
Past

October 17, 2019 - April 20, 2022

CCO CAPITAL, LLC

BD
CRD#: 31147
PHOENIX, AZ
Past

October 14, 2015 - August 13, 2019

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ
Past

November 4, 2013 - September 23, 2014

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SCOTTSDALE, AZ

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".
BW
BRADLEY WEALTH LLC
BRADLEY WEALTH LLC | WEALTH ENHANCEMENT & PRESERVATION, LLC | BRADLEY WEALTH MANAGEMENT, LLC

CRD#: 131808 / SEC#: 801-121942

RIA
Registered Investment Advisory firm - (7/30/2021 Approved)
Arizona
Registered Investment Advisory firm - (8/9/2021 Terminated)
California
Registered Investment Advisory firm - (9/8/2021 Terminated)
Louisiana
Registered Investment Advisory firm - (8/11/2021 Terminated)
Michigan
Registered Investment Advisory firm - (8/9/2021 Terminated)
Texas
Registered Investment Advisory firm - (8/9/2021 Terminated)
Utah
Registered Investment Advisory firm - (8/10/2021 Terminated)

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
(4/14/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/9/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 7/6/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/14/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/26/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/2/2013
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BW
BRADLEY WEALTH LLC
BRADLEY WEALTH LLC | WEALTH ENHANCEMENT & PRESERVATION, LLC | BRADLEY WEALTH MANAGEMENT, LLC

CRD#: 131808 / SEC#: 801-121942

RIA
Registered Investment Advisory firm - (7/30/2021 Approved)
Arizona
Registered Investment Advisory firm - (8/9/2021 Terminated)
California
Registered Investment Advisory firm - (9/8/2021 Terminated)
Louisiana
Registered Investment Advisory firm - (8/11/2021 Terminated)
Michigan
Registered Investment Advisory firm - (8/9/2021 Terminated)
Texas
Registered Investment Advisory firm - (8/9/2021 Terminated)
Utah
Registered Investment Advisory firm - (8/10/2021 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
16430 N. Scottsdale Road Suite 230, Scottsdale, AZ 85254
Mailing Address
Phone number
(619) 512-4100
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (8 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

BRADLEY WEALTH BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,175
AUM (Assets Under Management)$ 282,586,441

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

BRADLEY WEALTH LLC

CRD#: 131808Scottsdale, AZ 85254

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Job or Firm Moves
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