Bradley Sharp, financial advisor Newton Center MA

Bradley Sharp

CRD Number: 2844268
Current Firm: Rwa Wealth Partners

Bradley Sharp (CRD# 2844268) is an Investment Advisor Representative working at Rwa Wealth Partners in Newton Center, MA and has over 27 years of experience in the finance industry. Bradley Sharp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Polaris Wealth Advisory Group San Rafael, CA Feb 2023 - Current 1
Adviser Investments, LLC Newton, MA Feb 2017 - Current 7
Braver Wealth Management, LLC Newton, MA Sep 2008 - Feb 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1997
S65 NASAA Investment Advisors Law Examination Oct 1997
Contact Info for Bradley K. Sharp
Phone Number: 617-321-2200
Registered State(s):
  • CA
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    14,718
    MILLIONS
  • Total Number of Accounts
    20,276
    ACCOUNTS
  • Average Account Value
    $725,863
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • 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, VI, VT, WA, WI, WV, WY

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