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AT

Amanda J. Taylor Gehman

BRADLEY ADVISORY
STEVENS, PA 17578
Some features on this profile are disabled
CRD#: 6249525
AT

Professional summary

Amanda Jane Taylor Gehman, who also goes by Amanda Taylor, is a registered financial advisor currently at BRADLEY ADVISORY located in Stevens, Pennsylvania.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Amanda has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Amanda Taylor

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 Amanda Jane Taylor Gehman's 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

September 28, 2025 - Present

BRADLEY ADVISORY

Office #1: 1081 North Reading Road, Stevens, PA 17578Office #2: 1081 North Reading Road, Stevens, PA 17578
RIA
CRD#: 122098
STEVENS, PA

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
(9/28/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/16/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/1/2025
Securities Industry Essentials Examination

Current Firm

BA
BRADLEY ADVISORY
BRADLEY ADVISORY | RAYMOND P. BRADLEY, CHFC

CRD#: 122098 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (4/24/1998 Approved)
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Contact information

Main Address
1081 North Reading Road, Stevens, PA 17578
Mailing Address
Phone number
(717) 336-0448
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts348
AUM (Assets Under Management)$ 74,689,102

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 ADVISORY

CRD#: 122098Stevens, PA 17578

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