Bradley Donner (CRD# 1861531) is an Investment Advisor Representative working at Cl Wealth Management LLC in Canandaigua, NY and has over 35 years of experience in the finance industry.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6538852
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cl Wealth Management LLC | New York, NY | Aug 2021 - Current | 2 |
| Cabot Lodge Securities LLC | New York, NY | Sep 2019 - Current | 4 |
| Sb Advisory, LLC | Atlanta, GA | Sep 2015 - Aug 2021 | 5 |
| J.p. Turner & Company, LLC | Rochester, NY | Sep 2002 - Sep 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1988 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2008 |
- NY
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Total Assets Under Management533MILLIONS
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Total Number of Accounts2,003ACCOUNTS
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Average Account Value$265,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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