Bradley D. Ledford

FORTRESS WEALTH GROUP

Winter Park, FL 32789

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CRD#: 6659480

Professional summary

Bradley Davis Ledford, who also goes by Brad Davis Ledford, is a registered financial advisor currently at FORTRESS WEALTH GROUP located in Winter Park, Florida.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Bradley has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Davis Ledford

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 Bradley Davis Ledford'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

June 26, 2020 - Present

FORTRESS WEALTH GROUP

Office #1: 1099 W Morse Blvd, Winter Park, FL 32789

RIA

CRD#: 308968

Winter Park, FL

Past

October 7, 2016 - April 1, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ORLANDO, FL

Past

August 26, 2016 - April 1, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ORLANDO, FL

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".

FORTRESS WEALTH GROUP

FORTRESS ADVISERS, LLC | FWG HOLDINGS, LLC | FORTRESS WEALTH GROUP, LLC | FORTRESS WEALTH GROUP

CRD#: 308968 / SEC#: 801-118769

RIA

Registered Investment Advisory firm - (5/26/2020 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

Florida
(6/26/2020)

IAR

Texas
(12/24/2020)

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: 10/6/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/26/2016

General Securities Representative Examination

Current Firm

FORTRESS WEALTH GROUP

FORTRESS ADVISERS, LLC | FWG HOLDINGS, LLC | FORTRESS WEALTH GROUP, LLC | FORTRESS WEALTH GROUP

CRD#: 308968 / SEC#: 801-118769

RIA

Registered Investment Advisory firm - (5/26/2020 Approved)

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Contact information

Main Address

1099 W Morse Blvd, Winter Park, FL 32789

Mailing Address

Phone number

(407) 999-8998

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORTRESS DISCLOSURE BROCHURE (10/30/2025)

Regulatory assets under management

Total Number of Accounts	968
AUM (Assets Under Management)	$ 345,016,442

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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Bradley D. Ledford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Davis Ledford's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTRESS WEALTH GROUP

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

FORTRESS WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 10/6/2016

SIE

Date: 10/1/2018

Series 7

Date: 8/26/2016

Current Firm

FORTRESS WEALTH GROUP

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTRESS WEALTH GROUP

TRUST BUT VERIFY

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