BB
Bradley W. Bennett
VENTURE FINANCIAL ADVISORS
Honey Brook, PA
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CRD#: 7334455
BB
Professional summary
Bradley William Bennett is a registered financial advisor currently at VENTURE FINANCIAL ADVISORS, LLC located in Honey Brook, Pennsylvania.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. 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.
Name: Venture CPAs, LLC (Non-Investment Related) Address: 109 Clydesdale Circle, Honey Brook, PA 19344 Nature: Certified Public Accounting Firm Position: Senior Partner Started: January 2019 Hours/Month: 30 (Varies with Flexibility) Hours/Trading Hours: Variant with Flexibility Duties: Accounting, Consulting, Tax Name: Child & Family Focus, Inc. (Non-Investment Related) Address: 920 Madison Avenue, Norristown, PA 19403 Nature: Social Services & Counseling Organization Position: Fiscal Managing Director Started: November 2017 Hours/Month: 50 (Varies with Flexibility) Hours/Trading Hours: Variant with Flexibility Duties: Accounting Name: Patriot Family Capital LLC (Investment Related) Address: 30 N Gould St, Ste R, Sheridan WY, 82801 Nature: Real Estate Investment Position: Chief Financial Officer, Owner Started: March 2023 Hours/Month: 10 (Varies with Flexibility) Hours/Trading Hours: Variant with Flexibility Duties: Accounting & Capital Raising Name: Venture Wealth Managers, LLC (Investment Related) Address: 8 The Green, Suite A, Dover, DE 19901 Nature: Private Investment Position: Chief Financial Officer, Minority Owner Started: June 2025 Hours/Month: Varies with Flexibility Hours/Trading Hours: Variant with Flexibility Duties: Accounting/Capital Raising Name: The Peacemaker Center, Inc. (Non-Investment Related) Address: 368 W Uwchlan Ave, PA 19335 Nature: Counseling Organization Position: Accountant Started: May 2025 Hours/Month: 40 (Varies with Flexibility) Hours/Trading Hours: Variant with Flexibility Duties: Accounting
CRS (Client Relationship Summary) - RIA
Click below to view Bradley William Bennett'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
May 26, 2021 - Present
VENTURE FINANCIAL ADVISORS, LLC
RIA
CRD#: 312756
Honey Brook, 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(5/26/2021)
Current Firm
VF
VENTURE FINANCIAL ADVISORS, LLC
DOLPHINWORTH ADVISORS, LLC | VENTURE FINANCIAL ADVISORS, LLC
CRD#: 312756 / SEC#:
Pennsylvania
Registered Investment Advisory firm - (5/26/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Honey Brook, PA
Mailing Address
Phone number
(610) 755-1396
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 47 |
| AUM (Assets Under Management) | $ 1,615,626 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
