Bradley Hilbert, financial advisor Bridgeville PA
83 score

Bradley Hilbert

CRD Number: 2979252
Current Firm: Mid Atlantic Financial Management, Inc.

Bradley Hilbert (CRD# 2979252) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Bridgeville, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Mid Atlantic Capital Corporation Pittsburgh, PA Nov 2009 - Current 7
Mid Atlantic Financial Mangement, Inc. Pittsburgh, PA Nov 2009 - Current 7
Ids Life Insurance Company Voorheese, NJ Nov 1997 - Nov 2009 12
American Express Financial Advisors Inc. Voorheese, NJ Nov 1997 - Nov 2009 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S66 NASAA Uniform Combined State Law Examination Sep 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Bradley J. Hilbert
Phone Number: 412-391-7077
Registered State(s):
  • FL
  • NJ
  • PA
  • VA
By the Numbers
  • Total Assets Under Management
    1,765
    MILLIONS
  • Total Number of Accounts
    7,294
    ACCOUNTS
  • Average Account Value
    $241,931
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
83

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