Bradley A. Catherman

GRANITE FINANCIAL ADVISORS

Lewisburg, PA

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CRD#: 6693396

Professional summary

Bradley Andrew Catherman is a registered financial advisor currently at GRANITE FINANCIAL ADVISORS, INC. located in Lewisburg, Pennsylvania.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Bradley has worked at 1 firm and has passed the Series 65 exam.

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.

Bradley Catherman is a full time teacher, in the Lewisburg Area School District (1951 Washington Avenue, Lewisburg, Pa 17837), Monday through Friday, September to the end of May. He currently spends 37.5 hours a week in his current teaching position with the Lewisburg Area School District. During the summer, June through the middle of August, there will not be any hours devoted to this position.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Andrew Catherman'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

May 9, 2017 - Present

GRANITE FINANCIAL ADVISORS, INC.

RIA

CRD#: 284917

Lewisburg, 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
(5/9/2017)

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Exams

State Security Law Exam

IAR

Series 65

Date: 4/1/2017

Uniform Investment Adviser Law Examination

Current Firm

GRANITE FINANCIAL ADVISORS, INC.

CRD#: 284917 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (5/9/2017 Approved)

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Contact information

Main Address

Lewisburg, PA

Mailing Address

Phone number

(570) 205-9822

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 1,890,456

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 A. Catherman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Andrew Catherman's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRANITE FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/2017

Current Firm

GRANITE FINANCIAL ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GRANITE FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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