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BH

Bradford W. Hess

STEEL TOWER INVESTMENTS
PITTSBURGH, PA 15222
Some features on this profile are disabled
CRD#: 5936696
BH

Professional summary

Bradford William Hess, CFP®, who also goes by Bradford Hess, is a registered financial advisor currently at STEEL TOWER INVESTMENTS located in Pittsburgh, Pennsylvania.

Bradford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Bradford has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bradford Hess

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.
Independent Licensed Insurance Agent: Investment Related; Philadelphia, PA; Insurance Agent; 09/2023

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradford William Hess'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

Experience

Current

September 20, 2023 - Present

STEEL TOWER INVESTMENTS

Office #1: 444 Liberty Avenue Suite 1400, Pittsburgh, PA 15222
RIA
CRD#: 166742
PITTSBURGH, PA
Past

November 23, 2021 - September 5, 2023

LEVY WEALTH MANAGEMENT GROUP

RIA
CRD#: 305766
PHILADELPHIA, PA
Past

October 21, 2021 - August 22, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
PHILADELPHIA, PA
Past

July 29, 2016 - August 25, 2021

UNITED CAPITAL FINANCIAL ADVISORS

RIA
CRD#: 134600
LANGHORNE, PA
Past

January 16, 2013 - November 5, 2013

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
PHILADELPHIA, PA
Past

July 26, 2011 - November 5, 2013

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
PHILADELPHIA, PA

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".
ST
STEEL TOWER INVESTMENTS
STEEL TOWER INVESTMENTS | UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC

CRD#: 166742 / SEC#: 801-130392

RIA
Registered Investment Advisory firm - (6/18/2024 Approved)
Pennsylvania
Registered Investment Advisory firm - (6/27/2024 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
Pennsylvania
(9/20/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 11/12/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/29/2016
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/21/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/8/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/25/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

ST
STEEL TOWER INVESTMENTS
STEEL TOWER INVESTMENTS | UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC

CRD#: 166742 / SEC#: 801-130392

RIA
Registered Investment Advisory firm - (6/18/2024 Approved)
Pennsylvania
Registered Investment Advisory firm - (6/27/2024 Terminated)
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Contact information

Main Address
444 Liberty Avenue Suite 1400, Pittsburgh, PA 15222
Mailing Address
Phone number
(412) 586-2060
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (1 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

UP STRATEGIC WEALTH INVESTMENT ADVISORS 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts233
AUM (Assets Under Management)$ 300,696,399

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

STEEL TOWER INVESTMENTS

CRD#: 166742Pittsburgh, PA 15222

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Contact information

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