Bradley Wheeler, financial advisor Beachwood OH

Bradley Wheeler

CRD Number: 2956910
Current Firm: Shaker Investments

Bradley Wheeler (CRD# 2956910) is an Investment Advisor Representative working at Shaker Investments in Beachwood, OH and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Shaker Investments LLC Cleveland, OH Nov 2018 - Current 5
Earnings Scout LLC Olmsted Falls, OH Mar 2018 - Oct 2018 < 1
None Shaker Heights, OH Jul 2017 - Feb 2018 < 1
Cleveland Research Company LLC Cleveland, OH Jun 2006 - Jun 2017 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1997
Contact Info for Bradley J. Wheeler
Phone Number: 216-292-2950
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    228
    MILLIONS
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $863,078
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, FL, MA, NY, OH, TX, VA

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