Bradley Roth (CRD# 5686432) is an Investment Advisor Representative working at Mcdowell Associates Investments, LP in Greensburg, PA and has over 12 years of experience in the finance industry.
CRD# 1498908
Robert W. Baird & Company Incorporated
CRD# 1523919
Trustmont Advisory Group, Inc.
CRD# 6747556
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Thor Financial Technologies, LLC | Greensburg, PA | Jan 2019 - Current | 5 |
Mcdowell Associates | Greensburg, PA | Jan 2014 - Current | 10 |
Hatrick Capital, LP | Greensburg, PA | Jan 2014 - Current | 10 |
Kattan Ferretti Financial LP | Latrobe, PA | Apr 2013 - Current | 11 |
Sardonyx Capital Management, Llc & Sardonyx Capital Advisors, Ll | Johnstown, PA | Jan 2015 - Feb 2017 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- PA
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts145ACCOUNTS
-
Average Account Value$165,517
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
PA
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