Bradley Baumgartner, financial advisor Fort Lauderdale FL
93 score

Bradley Baumgartner

CRD Number: 867410
Current Firm: Stratos Wealth Partners, Ltd

Bradley Baumgartner (CRD# 867410) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Fort Lauderdale, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Stratos Wealth Partners, Ltd Hollywood, FL Jun 2012 - Current 4
Lpl Financial Cooper City, FL May 2012 - Current 4
Vfa Miami, FL Jan 2003 - May 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
S65 NASAA Investment Advisors Law Examination May 1994
S66 NASAA Uniform Combined State Law Examination Apr 2004
Contact Info for Bradley E. Baumgartner
Phone Number: 440-519-2500
Registered State(s):
  • FL
  • TX
  • LA
By the Numbers
  • Total Assets Under Management
    3,101
    MILLIONS
  • Total Number of Accounts
    16,439
    ACCOUNTS
  • Average Account Value
    $188,637
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
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, 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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