Robert J. Bradford

AFFINITY CAPITAL ADVISORS LLC

Berkeley, CA 94710

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CRD#: 5955505

Professional summary

Robert Jon Stamps Bradford is a registered financial advisor currently at AFFINITY CAPITAL ADVISORS LLC located in Berkeley, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Robert has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Robert Jon Stamps Bradford'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

May 1, 2018 - Present

AFFINITY CAPITAL ADVISORS LLC

Office #1: 825 Page Street, Berkeley, CA 94710

RIA

CRD#: 166226

Berkeley, CA

Past

March 8, 2017 - May 8, 2018

WEALTHSPIRE ADVISORS

RIA

CRD#: 110666

SAN RAFAEL, CA

Past

September 23, 2011 - February 21, 2017

MORGAN STANLEY

RIA

CRD#: 149777

SAN RAFAEL, CA

Past

August 25, 2011 - February 21, 2017

MORGAN STANLEY

CRD#: 149777

SAN RAFAEL, CA

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".

AFFINITY CAPITAL ADVISORS LLC

AFFINITY CAPITAL ADVISORS LLC | INSIGHT WEALTH MANAGEMENT, LLC

CRD#: 166226 / SEC#: 801-81133

RIA

Registered Investment Advisory firm - (3/11/2015 Approved)

California

Registered Investment Advisory firm - (4/12/2015 Terminated)

Texas

Registered Investment Advisory firm - (3/13/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(5/1/2018)

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: 9/22/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/21/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/23/2011

General Securities Representative Examination

Current Firm

AFFINITY CAPITAL ADVISORS LLC

AFFINITY CAPITAL ADVISORS LLC | INSIGHT WEALTH MANAGEMENT, LLC

CRD#: 166226 / SEC#: 801-81133

RIA

Registered Investment Advisory firm - (3/11/2015 Approved)

California

Registered Investment Advisory firm - (4/12/2015 Terminated)

Texas

Registered Investment Advisory firm - (3/13/2015 Terminated)

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Contact information

Main Address

825 Page Street, Berkeley, CA 94710

Mailing Address

Phone number

(510) 984-0261

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	4,338
AUM (Assets Under Management)	$ 636,081,479

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/11/2024	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.

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Robert J. Bradford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Jon Stamps Bradford's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHSPIRE ADVISORS

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

AFFINITY CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/22/2011

SIE

Date: 2/21/2017

Series 7

Date: 8/23/2011

Current Firm

AFFINITY CAPITAL ADVISORS LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AFFINITY CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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