Scott Bradley, financial advisor Durham NC
93 score

Scott Bradley

CRD 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 5 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Scott D. Bradley
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • 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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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