Gregory Bradstreet
CRD Number: 5357252Current Firm: Schwab Private Client Investment Advisory, Inc.
Gregory Bradstreet (CRD# 5357252) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 8 years of experience in the finance industry.
CRD# 5607498
Householder Group Estate & Retirement Specialists
Score
108
CRD# 5730023
Newman's Financial Planning
Score
92
CRD# 5571675
Woodbury Financial Services, Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schwab Private Client Invest Advisory, Inc. | Phoenix, AZ | Feb 2012 - Current | 5 |
| Charles Schwab & Company, Inc. | Phoenix, AZ | Apr 2010 - Current | 7 |
| Chase Investment Services Corp | Peoria, AZ | Dec 2008 - Apr 2010 | 1 |
| Jp Morgan Chase Bank Na | Peoria, AZ | Oct 2007 - Apr 2010 | 2 |
| Northwestern Mutual Financial Network | Phoenix, AZ | May 2007 - Sep 2007 | < 1 |
| Olive Garden | Tempe, AZ | Jun 2006 - Sep 2007 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
- AZ
- WA
- CA
- ID
- NV
- OR
-
Total Assets Under Management67,823MILLIONS
-
Total Number of Accounts155,246ACCOUNTS
-
Average Account Value$436,876
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV
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