Bradley Resnick, financial advisor Boca Raton FL
90 score

Bradley Resnick

CRD Number: 5907513
Current Firm: Morgan Stanley

Bradley Resnick (CRD# 5907513) is an Investment Advisor Representative working at Morgan Stanley in Boca Raton, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Boca Raton, FL Dec 2012 - Current 4
Primerica Financial Services Duluth, GA Jun 2012 - Dec 2012 < 1
Pfs Investments Inc. Duluth, GA Jun 2012 - Dec 2012 < 1
Prakas And Company Boca Raton, FL Nov 2011 - Jun 2012 < 1
National Securities Corp Boca Raton, FL Aug 2011 - Nov 2011 < 1
Morgan Stanley Smith Barney Boca Raton, FL Mar 2011 - May 2011 < 1
Prakas Company Boca Raton, FL Nov 2010 - Mar 2011 < 1
Floridad State University Tallahassee, FL Aug 2005 - Aug 2010 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Bradley L. Resnick
Phone Number: 914-225-5510
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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