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Bradford Taylor Hardy

Bradford T. Hardy

CORIENT | Financial Consultant
San Antonio, TX 78205
Some features on this profile are disabled
CRD#: 5988282
Bradford Taylor Hardy
Bradford Taylor HardyCORIENT

Professional summary

Bradford Taylor Hardy, CFP®, who also goes by Taylor Hardy, is a registered financial advisor currently at CORIENT located in San Antonio, Texas.

Bradford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Bradford has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.

At a Glance

Always Fiduciary
Min. Asset: $100K–$250K

Services Offered

Estate Planning
Employee and Employer Plan Benefits
Investment Planning
Retirement Planning
Insurance Planning
Comprehensive Financial Planning

Biography

I partner with individuals and their families to build and maintain financial plans in a complex world. My commitment to my clients is to listen to their concerns, fully understand their situation, ask important questions, and present customized plans that are tailored to their unique situations. I will also be transparent about the costs and risks of investing. With the right behaviors, dedication, and trust we can take positive steps towards your financial goals.

Aliases

Taylor Hardy

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 Bradford Taylor Hardy'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: 2017

Education

University of North Texas

Bachelor of Science (BS) - Supply Chain Management

2009

Experience

Current

July 6, 2026 - Present

CORIENT

Office #1: 112 East Pecan Street Suite 525, San Antonio, TX 78205
RIA
CRD#: 319448
San Antonio, TX
Past

August 29, 2024 - July 17, 2026

CAPITAL ADVISORS, INC.

RIA
CRD#: 104643
SAN ANTONIO, TX
Past

December 1, 2020 - August 9, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SAN ANTONIO, TX
Past

November 6, 2020 - August 9, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SAN ANTONIO, TX
Past

November 27, 2018 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
SAN ANTONIO, TX
Past

November 27, 2018 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
SAN ANTONIO, TX
Past

February 27, 2018 - November 6, 2018

TD AMERITRADE, INC.

RIA
CRD#: 7870
SAN ANTONIO, TX
Past

February 26, 2018 - November 6, 2018

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
SAN ANTONIO, TX
Past

February 26, 2018 - November 6, 2018

TD AMERITRADE, INC.

BD
CRD#: 7870
SAN ANTONIO, TX
Past

February 9, 2017 - February 26, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

August 19, 2014 - February 26, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
SAN ANTONIO, TX
Past

July 1, 2014 - August 21, 2014

PFS INVESTMENTS INC.

BD
CRD#: 10111
SAN ANTONIO, TX
Past

November 15, 2011 - July 10, 2012

TD AMERITRADE, INC.

BD
CRD#: 7870
FORT WORTH, TX

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".
CO
CORIENT
BALASA DINVERNO & FOLTZ | WINDSOR WEALTH MANGMENT | RGT WEALTH ADVISORS | REGENTATLANTIC | R.H. BLUESTEIN & CO | PORTOLA PARTNERS GROUP | PORTOLA PARTNERS | NTERCONTINENTAL WEALTH ADVISORS | MCCUTCHEN WEALTH MANAGEMENT | MCCUTCHEN GROUP | MATRIX CAPITAL ADVISORS | GOFEN AND GLOSSBERG | GALAPAGOS WEALTH MANAGEMENT | DOYLE WEALTH MANAGEMENT | DOWLING & YAHNKE WEALTH ADVISORS | CORIENT PRIVATE WEALTH LLC | CORIENT CAPITAL PARTNERS | CORIENT | CI SUREVEST PRIVATE WEALTH | CI STAVIS & COHEN PRIVATE WEALTH | CI SEGALL BRYANT & HAMILL PRIVATE WEALTH | CI ROOSEVELT PRIVATE WEALTH | CI RGT PRIVATE WEALTH | CI REGENTATLANTIC PRIVATE WEALTH | CI RADNOR PRIVATE WEALTH | CI PRIVATE WEALTH, LLC | CI PRIVATE WEALTH | CI PORTOLA PRIVATE WEALTH | CI MCCUTCHEN PRIVATE WEALTH | CI MATRIX PRIVATE WEALTH | CI KORE PRIVATE WEALTH | CI INVERNESS PRIVATE WEALTH | CI GOFEN & GLOSSBERG PRIVATE WEALTH | CI GALAPAGOS PRIVATE WEALTH | CI EATON PRIVATE WEALTH | CI DOYLE PRIVATE WEALTH | CI DOWLING & YAHNKE PRIVATE WEALTH | CI CORIENT PRIVATE WEALTH | CI COLUMBIA PACIFIC PRIVATE WEALTH | CI BUDROS RUHLIN ROE PRIVATE WEALTH | CI BRIGHTWORTH PRIVATE WEALTH | CI BOWLING PRIVATE WEALTH | CI BLUESTEIN PRIVATE WEALTH | CI BDF PRIVATE WEALTH | CI BDF | CI BARRETT PRIVATE WEALTH | CI AVALON PRIVATE WEALTH | BUDROS, RUHLIN & ROE | BRR | BOWLING PORTFOLIO MANGEMENT

CRD#: 319448 / SEC#: 801-124978

RIA
Registered Investment Advisory firm - (5/12/2022 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
Texas
(7/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/9/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/21/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/12/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/30/2016
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 11/2/2016
General Securities Sales Supervisor - General Module Examination

Current Firm

CO
CORIENT
BALASA DINVERNO & FOLTZ | WINDSOR WEALTH MANGMENT | RGT WEALTH ADVISORS | REGENTATLANTIC | R.H. BLUESTEIN & CO | PORTOLA PARTNERS GROUP | PORTOLA PARTNERS | NTERCONTINENTAL WEALTH ADVISORS | MCCUTCHEN WEALTH MANAGEMENT | MCCUTCHEN GROUP | MATRIX CAPITAL ADVISORS | GOFEN AND GLOSSBERG | GALAPAGOS WEALTH MANAGEMENT | DOYLE WEALTH MANAGEMENT | DOWLING & YAHNKE WEALTH ADVISORS | CORIENT PRIVATE WEALTH LLC | CORIENT CAPITAL PARTNERS | CORIENT | CI SUREVEST PRIVATE WEALTH | CI STAVIS & COHEN PRIVATE WEALTH | CI SEGALL BRYANT & HAMILL PRIVATE WEALTH | CI ROOSEVELT PRIVATE WEALTH | CI RGT PRIVATE WEALTH | CI REGENTATLANTIC PRIVATE WEALTH | CI RADNOR PRIVATE WEALTH | CI PRIVATE WEALTH, LLC | CI PRIVATE WEALTH | CI PORTOLA PRIVATE WEALTH | CI MCCUTCHEN PRIVATE WEALTH | CI MATRIX PRIVATE WEALTH | CI KORE PRIVATE WEALTH | CI INVERNESS PRIVATE WEALTH | CI GOFEN & GLOSSBERG PRIVATE WEALTH | CI GALAPAGOS PRIVATE WEALTH | CI EATON PRIVATE WEALTH | CI DOYLE PRIVATE WEALTH | CI DOWLING & YAHNKE PRIVATE WEALTH | CI CORIENT PRIVATE WEALTH | CI COLUMBIA PACIFIC PRIVATE WEALTH | CI BUDROS RUHLIN ROE PRIVATE WEALTH | CI BRIGHTWORTH PRIVATE WEALTH | CI BOWLING PRIVATE WEALTH | CI BLUESTEIN PRIVATE WEALTH | CI BDF PRIVATE WEALTH | CI BDF | CI BARRETT PRIVATE WEALTH | CI AVALON PRIVATE WEALTH | BUDROS, RUHLIN & ROE | BRR | BOWLING PORTFOLIO MANGEMENT

CRD#: 319448 / SEC#: 801-124978

RIA
Registered Investment Advisory firm - (5/12/2022 Approved)
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Contact information

Main Address
830 Brickell Plaza Suite 4800, Miami, FL 33131
Mailing Address
830 Brickell Plaza Suite 4800, Miami, FL 33131
Phone number
(305) 735-2020
Established
Firm type
Fiscal year end
# of Employees
1,181

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CORIENT PRIVATE WEALTH (10/7/2025)

Regulatory assets under management

Total Number of Accounts109,685
AUM (Assets Under Management)$ 143,628,532,902

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/28/2024
Cover Page
Report
10/27/2023
Cover Page
Report
05/03/2023
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

CORIENT

Financial ConsultantCRD#: 319448San Antonio, TX 78205

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