Bradford A. Stelzer

JOEL R. MOGY INVESTMENT COUNSEL

Beverly Hills, CA 90212-4301

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CRD#: 7363500

Professional summary

Bradford Allen Stelzer, who also goes by Bradford Stelzer, Bradford (brad) Stelzer, is a registered financial advisor currently at JOEL R. MOGY INVESTMENT COUNSEL INC. located in Beverly Hills, California.

Bradford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Bradford has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bradford Stelzer | Bradford (brad) Stelzer

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 Bradford Allen Stelzer'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

August 2, 2021 - Present

JOEL R. MOGY INVESTMENT COUNSEL INC.

Office #1: 315 South Beverly Drive Suite 400, Beverly Hills, CA 90212-4301

RIA

CRD#: 111622

Beverly Hills, CA

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".

JOEL R. MOGY INVESTMENT COUNSEL INC.

CRD#: 111622 / SEC#: 801-15669

RIA

Registered Investment Advisory firm - (10/1/1980 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

California
(8/2/2021)

IAR

Texas
(8/2/2021)

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

Current Firm

JOEL R. MOGY INVESTMENT COUNSEL INC.

CRD#: 111622 / SEC#: 801-15669

RIA

Registered Investment Advisory firm - (10/1/1980 Approved)

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Contact information

Main Address

315 South Beverly Drive Suite 400, Beverly Hills, CA 90212-4301

Mailing Address

Phone number

(310) 552-0529

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

ADV PART 2 (9/29/2025)

Regulatory assets under management

Total Number of Accounts	628
AUM (Assets Under Management)	$ 2,058,527,685

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/23/2025	Cover Page	Report
12/13/2023	Cover Page	Report
01/03/2023	Cover Page	Report

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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Bradford A. Stelzer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradford Allen Stelzer's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOEL R. MOGY INVESTMENT COUNSEL INC.

Primary Firm SEC Registration

JOEL R. MOGY INVESTMENT COUNSEL INC.

State Registrations and Notice Filings

Exams

Current Firm

JOEL R. MOGY INVESTMENT COUNSEL INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

JOEL R. MOGY INVESTMENT COUNSEL INC.

TRUST BUT VERIFY

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