Bradford Kimball, financial advisor Boston MA

Bradford Kimball

CRD Number: 1363609
Current Firm: Capitol Securities Management, Inc.

Bradford Kimball (CRD# 1363609) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Boston, MA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Douglas Elliman Boston, MA Feb 2023 - Current 1
Capitol Securities Management Glen Allen, VA Nov 2019 - Current 4
Coldwell Banker Real Estate Manchester, MA Jul 2019 - Feb 2023 3
Titus Rockefeller, LLC Westport, CT Jun 2018 - Jul 2019 1
Buyers Brokers Of Cape Cod Sandwich, MA May 2014 - Jun 2018 4
Broadway Company Boston, MA Oct 2017 - May 2018 < 1
Rbc Capital Markets, LLC Danvers, MA May 2016 - Jul 2016 < 1
Purshe Kaplan Sterling Investments Albany, NY Dec 2009 - May 2016 6
Seacrest Wealth Management Purchase, NY Dec 2009 - May 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1986
S65 NASAA Investment Advisors Law Examination Jan 2020
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bradford M. Kimball
Phone Number: 888-612-1484
Registered State(s):
  • FL
  • MA
  • VA
By the Numbers
  • Total Assets Under Management
    1,286
    MILLIONS
  • Total Number of Accounts
    3,202
    ACCOUNTS
  • Average Account Value
    $401,608
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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, WY

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