AB
Ashley N. Bradford
CROWDSTREET ADVISORS
Rocky Point, NC
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CRD#: 6848059
AB
Professional summary
Ashley Nicole Bradford is a registered financial advisor currently at CROWDSTREET ADVISORS, LLC located in Rocky Point, North Carolina and CROWDSTREET CAPITAL LLC located in New York, New York.
Ashley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Ashley has worked at 4 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 24 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.
CrowdStreet Advisors LLC, investment related, 98 San Jacinto Blvd., Floor 4, Austin TX 78701, Compliance Analyst, 6/2022-Present, compliance supervision. CrowdStreet Inc. which is the parent company of CrowdStreet Capital (broker-dealer) and CrowdStreet Advisors (investment advisory). 6/2022-Present. Austin, TX.
CRS (Client Relationship Summary) - RIA
Click below to view Ashley Nicole Bradford'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®
NoneExperience
Current
July 5, 2022 - Present
CROWDSTREET ADVISORS, LLC
RIA
CRD#: 299176
Rocky Point, NC
Current
June 28, 2022 - Present
CROWDSTREET CAPITAL LLC
Office #1: 10 East 40th Street Suite 1020, New York, NY 10016BD
CRD#: 312762
NEW YORK, NY
Past
January 22, 2019 - July 5, 2022
TC2000 ADVISORS, LLC
RIA
CRD#: 297920
WILMINGTON, NC
Past
November 3, 2017 - July 5, 2022
TC2000 BROKERAGE, INC.
BD
CRD#: 155523
WILMINGTON, NC
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".
CA
CROWDSTREET ADVISORS, LLC
CROWDSTREET ADVISORS, LLC
CRD#: 299176 / SEC#: 801-114281
RIA
Registered Investment Advisory firm - (11/15/2018 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/13/2025)
RR
Alaska(3/13/2025)
RR
Arizona(3/13/2025)
RR
Arkansas(3/13/2025)
RR
California(3/13/2025)
RR
Colorado(3/13/2025)
RR
Connecticut(3/13/2025)
RR
Delaware(3/13/2025)
RR
District of Columbia(3/13/2025)
RR
Florida(3/13/2025)
RR
Georgia(3/13/2025)
RR
Hawaii(3/13/2025)
RR
Idaho(3/13/2025)
RR
Illinois(3/13/2025)
RR
Indiana(3/13/2025)
RR
Iowa(3/13/2025)
RR
Kansas(3/13/2025)
RR
Kentucky(3/13/2025)
RR
Louisiana(3/13/2025)
RR
Maine(3/13/2025)
RR
Maryland(3/13/2025)
RR
Massachusetts(3/13/2025)
RR
Michigan(3/13/2025)
RR
Minnesota(3/13/2025)
RR
Mississippi(3/13/2025)
RR
Missouri(3/13/2025)
RR
Montana(3/13/2025)
RR
Nebraska(3/13/2025)
RR
Nevada(3/13/2025)
RR
New Hampshire(3/13/2025)
RR
New Jersey(3/13/2025)
RR
New Mexico(3/13/2025)
RR
New York(3/13/2025)
RR
North Carolina(7/1/2022)
RR
North Dakota(3/13/2025)
RR
Ohio(3/13/2025)
RR
Oklahoma(3/13/2025)
RR
Oregon(3/13/2025)
RR
Pennsylvania(3/13/2025)
RR
Rhode Island(3/13/2025)
RR
South Carolina(3/13/2025)
RR
South Dakota(3/13/2025)
RR
Tennessee(3/13/2025)
RR
Texas(6/28/2022)
IAR
Texas(7/5/2022)
RR
Utah(3/13/2025)
RR
Vermont(3/13/2025)
RR
Virginia(3/13/2025)
RR
Washington(3/13/2025)
RR
West Virginia(3/13/2025)
RR
Wisconsin(3/13/2025)
RR
Wyoming(3/13/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 9/22/2022
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CROWDSTREET ADVISORS, LLC
CROWDSTREET ADVISORS, LLC
CRD#: 299176 / SEC#: 801-114281
RIA
Registered Investment Advisory firm - (11/15/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
98 San Jacinto Boulevard Suite 400, Austin, TX 78701
Mailing Address
Phone number
(888) 432-7693
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 244,003,089 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/05/2025 | ||
| 06/14/2024 |
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.
