CB
Carl H. Bradley
WITTENBERG INVESTMENTS
TROY, MI 48084
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CRD#: 8044812
CB
Carl Hilton Bradley JR.WITTENBERG INVESTMENTS
Professional summary
Carl Hilton Bradley JR. is a registered financial advisor currently at WITTENBERG INVESTMENTS INC. located in Troy, Michigan.
Carl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Carl has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Carl Hilton Bradley JR.'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
February 27, 2025 - Present
WITTENBERG INVESTMENTS INC.
Office #1: 830 Kirts Blvd Suite 305, Troy, MI 48084RIA
CRD#: 297615
TROY, MI
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
Michigan(2/27/2025)
Current Firm
WI
WITTENBERG INVESTMENTS INC.
WITTENBERG INVESTMENTS INC.
CRD#: 297615 / SEC#:
Florida
Registered Investment Advisory firm - (9/23/2021 Approved)Michigan
Registered Investment Advisory firm - (7/24/2018 Approved)Texas
Registered Investment Advisory firm - (7/19/2018 Conditional Restricted)Loading...
Contact information
Main Address
2 Towne Square Suite 950, Southfield, MI 48076
Mailing Address
Phone number
(248) 202-4470
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 213 |
| AUM (Assets Under Management) | $ 89,345,621 |
Red Flags
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