Bradley Stoler, financial advisor New York NY

Bradley Stoler

CRD Number: 2917992
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bradley Stoler (CRD# 2917992) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. New York, NY Sep 2019 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Aug 2019 - Current 1
Rozele Capital Management Ltd. New York, NY Oct 2017 - Aug 2019 1
Societe Generale New York, NY Oct 2015 - Dec 2017 2
Sg Americas Securities, LLC New York, NY Oct 2015 - Oct 2017 2
Seb Enskilda New York, NY Mar 2012 - Oct 2015 3
Btig, LLC New York, NY Jul 2011 - Jan 2012 < 1
Overnight Desk, LLC New York, NY Oct 2009 - Jun 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2009
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Bradley Stoler
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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