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Bradley Vialpando
SCHWAB WEALTH ADVISORY
Radnor, PA 19087
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CRD#: 7841823
BV
Professional summary
Bradley Vialpando is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Radnor, Pennsylvania.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. 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.
1. 12157 Aviles, LLC |Owner | Home that I own and rent to tenants. | 11/06/2023 | 0 hours during trading hours | not investment related | 2. Ever Realty, LLC | Owner | Sole Owner. LLC serves to hold my Real Estate License and does not conduct any brokerage activities. | 08/2/2020 | 0 hours during trading hours | not investment related | 3. Lido Ventures, LLC | Owner | Non-operating LLC | LLC with no active business operations or assets. | 10/30/2020 | 0 hours during trading hours | not investment related | 4. The Laundry Companies, LLC | Personal household services | Owner/Manager/Consultant | This is a company engaged in the garment care business. Primarily consists of laundrymats and laundry processing facilities. I am co-owner, advisor, and consultant. The facilities are located in Florida and I have no day to day responsibilities. | 8108 Viadana Bay Avenue Boynton Beach, FL 33473 | 12/1/2023 | 0 hours during trading hours | not investment related | 5. Rednax, LLC| Owner | LLC formerly used to hold real estate. No longer holds property and has no active business operations. Inactive. | 03/07/2018 | 0 hours during trading hours |not investment related
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Vialpando'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
January 7, 2026 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 100 Matsonford Rd Suite 301, Radnor, PA 19087RIA
CRD#: 159035
Radnor, PA
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".
SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
RIA
Registered Investment Advisory firm - (12/9/2011 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
Pennsylvania(1/7/2026)
Current Firm
SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
RIA
Registered Investment Advisory firm - (12/9/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
211 Main Street, San Francisco, CA 94105-1901
Mailing Address
Phone number
(415) 667-7000
Established
Firm type
Fiscal year end
# of Employees
1,042
SEC notice filing (53 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
