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Brad W. Flood
TENON FINANCIAL
Fanwood, NJ
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CRD#: 8089011
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Professional summary
Brad William Flood is a registered financial advisor currently at TENON FINANCIAL located in Fanwood, New Jersey.
Brad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Brad has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Brad William Flood'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 9, 2025 - Present
TENON FINANCIAL
RIA
CRD#: 305581
Fanwood, NJ
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".
TF
TENON FINANCIAL
TENON FINANCIAL | TENON FINANCIAL LLC
CRD#: 305581 / SEC#: 801-128567
RIA
Registered Investment Advisory firm - (8/11/2023 Approved)California
Registered Investment Advisory firm - (9/22/2023 Terminated)New Jersey
Registered Investment Advisory firm - (9/1/2023 Terminated)New York
Registered Investment Advisory firm - (10/31/2022 Terminated)Texas
Registered Investment Advisory firm - (8/23/2023 Terminated)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
New Jersey(5/13/2025)
IAR
Texas(5/9/2025)
Exams
Current Firm
TF
TENON FINANCIAL
TENON FINANCIAL | TENON FINANCIAL LLC
CRD#: 305581 / SEC#: 801-128567
RIA
Registered Investment Advisory firm - (8/11/2023 Approved)California
Registered Investment Advisory firm - (9/22/2023 Terminated)New Jersey
Registered Investment Advisory firm - (9/1/2023 Terminated)New York
Registered Investment Advisory firm - (10/31/2022 Terminated)Texas
Registered Investment Advisory firm - (8/23/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
406 Main Street Suite 23, Metuchen, NJ 08840
Mailing Address
Phone number
(732) 902-0066
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 362 |
| AUM (Assets Under Management) | $ 208,315,421 |
Red Flags
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