Bradley T. Clough

AMERICAN FINANCIAL MANAGEMENT, LTD.

Owings Mills, MD 21117

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CRD#: 6852913

Professional summary

Bradley Taliaferro Clough, who also goes by Bradley T Clough, Brad Clough, Bradley Clough, is a registered financial advisor currently at AMERICAN FINANCIAL MANAGEMENT, LTD. located in Owings Mills, Maryland.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Bradley has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bradley T Clough | Brad Clough | Bradley Clough

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.

Independent licensed insurance agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Taliaferro Clough'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

September 22, 2023 - Present

AMERICAN FINANCIAL MANAGEMENT, LTD.

Office #1: 9830 Reisterstown Rd Apartment 219, Owings Mills, MD 21117

RIA

CRD#: 111016

Owings Mills, MD

Past

August 14, 2020 - December 31, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Hunt Valley, MD

Past

June 1, 2019 - April 6, 2023

THE MARSHALL FINANCIAL GROUP LLC

RIA

CRD#: 146362

Hunt Valley, MD

Past

May 31, 2019 - August 14, 2020

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

HUNT VALLEY, MD

Past

January 3, 2019 - May 9, 2019

JANNEY MONTGOMERY SCOTT LLC

RIA

CRD#: 463

Baltimore, MD

Past

August 2, 2018 - May 9, 2019

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

Baltimore, MD

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".

AMERICAN FINANCIAL MANAGEMENT, LTD.

AMERICAN FINANCIAL MANAGEMENT LTD | AMERICAN FINANCIAL MANAGEMENT, LTD.

CRD#: 111016 / SEC#: 801-20003

RIA

Registered Investment Advisory firm - (10/26/1983 Approved)

Nevada

Registered Investment Advisory firm - (6/15/2004 Cancelled)

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

Maryland
(9/22/2023)

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: 9/27/2018

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: 8/2/2018

General Securities Representative Examination

Current Firm

AMERICAN FINANCIAL MANAGEMENT, LTD.

AMERICAN FINANCIAL MANAGEMENT LTD | AMERICAN FINANCIAL MANAGEMENT, LTD.

CRD#: 111016 / SEC#: 801-20003

RIA

Registered Investment Advisory firm - (10/26/1983 Approved)

Nevada

Registered Investment Advisory firm - (6/15/2004 Cancelled)

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Contact information

Main Address

501 Fairmount Ave Suite 203, Towson, MD 21286

Mailing Address

Phone number

(443) 339-2115

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AMERICAN FINANCIAL MANAGEMENT ADV PART 2A BROCHURE (4/21/2025)

Regulatory assets under management

Total Number of Accounts	193
AUM (Assets Under Management)	$ 33,423,445

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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Advisor Monitoring

Firm Stability Insights

Bradley T. Clough

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Taliaferro Clough's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

THE MARSHALL FINANCIAL GROUP LLC

SECURITIES SERVICE NETWORK, LLC

JANNEY MONTGOMERY SCOTT LLC

JANNEY MONTGOMERY SCOTT LLC

Primary Firm SEC Registration

AMERICAN FINANCIAL MANAGEMENT, LTD.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/27/2018

SIE

Date: 10/1/2018

Series 7

Date: 8/2/2018

Current Firm

AMERICAN FINANCIAL MANAGEMENT, LTD.

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICAN FINANCIAL MANAGEMENT, LTD.

TRUST BUT VERIFY

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