Bradley Bolnick (CRD# 5597614) is an Investment Advisor Representative working at Gcb Private Wealth in Austin, TX and has over 15 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gcb Private Wealth | Randolph, NJ | Jan 2018 - Current | 6 |
| Insurance Agent | Randolph, NJ | Jan 2014 - Current | 10 |
| Lpl Financial, LLC | Randolph, NJ | Apr 2013 - Mar 2018 | 4 |
| Private Portfolio Partners, LLC | Paramus, NJ | Apr 2013 - Mar 2018 | 4 |
| Private Portfolio Partners, LLC | Paramus, NJ | Apr 2013 - Mar 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2008 |
- CA
- LA
- NJ
- NY
- TX
-
Total Assets Under Management29MILLIONS
-
Total Number of Accounts160ACCOUNTS
-
Average Account Value$184,245
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, LA, NJ, NY, TX
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