Bradley Steven Bostic
Professional Summary
Bradley Steven Bostic, who also goes by Brad Bostic, is a registered financial advisor currently at NORTHVIEW ADVISORS LLC located in Alpharetta, Georgia. Bradley is registered as a RR (Registered Representative) and started their career in finance in 2022. Bradley has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Brad Bostic
Similar Advisors
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
Years of Experience
5 years in the financial services industry
Current & Past Employments
Similar Advisors
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
Current Firm
NORTHVIEW ADVISORS LLC | NORTHVIEW CAPITAL PARTNERS LLC
Contact Information
Main Address
300 Cole St, Austin, TX 78737Mailing Address
300 Cole St, Austin, TX 78737Phone Number
(512) 599-1766Established
Texas since 12/19/2022Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Similar Advisors
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
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.
Similar Advisors
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
State Registrations and Notice Filings
(9/22/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Aug 2022About the Series 79TO examSRO Registrations
Similar Advisors
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
CRS (Client Relationship Summary) - BD
Click below to view Bradley Steven Bostic's CRS (Customer Relationship Summary).
Similar Advisors
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
KESTRA ADVISORY SERVICES, LLC
