H. Robert BradleyCRD 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.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
Axa Advisors, LLC
|NorthLanding Financial Partners, LLC||Rochester, NY||Mar 2013 - Current||5|
|Wall Street Financial Group, Inc.||Fairport, NY||Jul 2011 - Current||6|
|High Falls Advisors||Rochester, NY||Jun 2009 - Current||8|
|Lincoln Financial Advisors Corp||Rochester, NY||Dec 2001 - Current||16|
|Lincoln National Life Insurance Co||Rochester, NY||Dec 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Total Assets Under Management448MILLIONS
Total Number of Accounts2,408ACCOUNTS
Average Account Value$186,168
- 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
- Selection of other advisers (including private fund managers)
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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