Scott BradleyCRD Number: 5893038
Current Firm: Strategic Advisers, Inc.
Scott Bradley (CRD# 5893038) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Durham, NC and has over 6 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Fidelity Investments||Cary, NC||Oct 2010 - Current||6|
|O2 Fitness||Raleigh, NC||Jun 2010 - Sep 2010||< 1|
|General Nutrition Corporation||Greenwood Village, CO||Feb 2010 - May 2010||< 1|
|Investment Protection Service||Denver, CO||Aug 2009 - Dec 2009||< 1|
|Arapahoe Tennis Club||Cherry Hills Village, CO||Apr 2009 - Aug 2009||< 1|
|Slattery's Irish Pub||Greenwood Village, CO||Feb 2009 - Apr 2009||< 1|
|The D Note||Arvada, CO||Oct 2008 - Jan 2009||< 1|
|Unemployed||Humble, TX||Jan 2001 - Sep 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2011|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV