H. Robert Bradley, financial advisor Rochester NY

H. Robert Bradley

CRD Number: 3081250
Current Firm: Northlanding Financial Partners, LLC
Compensation Model: Both

Rob is a founding and co-Managing Partner of NorthLanding Financial Partners, LLC. In addition to serving as the firm’s Chief Investment Officer, his practice extends to fee-based financial planning and investment management for a select number of high net worth individuals and families.


His clients depend on his oversight for personal and objective advice on investment allocation, retirement income planning, estate planning, and tax-related matters. His experienced approach to guiding clients through all aspects of financial management has developed over the past 17 years, through experience with both Morgan Stanley Wealth Management and an independent financial planning consulting firm, before founding NorthLanding. He is an active member of several local professional associations and was invited to join Morningstar’s National Advisor Research panel in 2015. He has appeared on 13 WHAM News, locally, and been quoted in The Wall Street Journal, nationally, on investment and financial planning issues.


As both a Certified Financial PlannerTM Practitioner (CFP®) and Certified Investment Management Analyst (CIMA®) Professional, he has obtained among the most demanding level of professional credentials available to advisors in the United States. Rob completed the CIMA® curriculum through the University of Pennsylvania’s Wharton School of Business executive education program and is an alumnus of Villanova University.  He also remains involved with his local alma mater, McQuaid Jesuit High School and resides with his family in Victor, NY.

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Professional Designations
Company Name Location Dates Years
Mutual Securities, Inc. Camarillo, CA Sep 2016 - Current 5
Northlanding Financial Partners, LLC Rochester, NY Apr 2013 - Current 9
Wall Street Financial Group, Inc. Fairport, NY Jul 2011 - Sep 2016 5
High Falls Advisors Rochester, NY Jun 2009 - Mar 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for H. Robert Bradley
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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