H. Robert Bradley, financial advisor Rochester NY
103 score

H. Robert Bradley

CRD Number: 3081250
Current Firm: Wall Street Financial Group, Inc.
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
NorthLanding Financial Partners, LLC Rochester, NY Mar 2013 - Current 3
Wall Street Financial Group, Inc. Fairport, NY Jul 2011 - Current 5
High Falls Advisors Rochester, NY Jun 2009 - Current 7
Lincoln Financial Advisors Corp Rochester, NY Dec 2001 - Current 15
Lincoln National Life Insurance Co Rochester, NY Dec 2001 - Current 15
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
Phone Number: (585) 497-5000
Firm Website: https://www.wsfg.com
Registered State(s):
  • CA
  • NY
By the Numbers
  • Total Assets Under Management
    448
    MILLIONS
  • Total Number of Accounts
    2,408
    ACCOUNTS
  • Average Account Value
    $186,168
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • 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.

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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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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