Bradley LubetkinCRD Number: 6029774
Current Firm: Strategic Advisers, Inc.
Bradley Lubetkin (CRD# 6029774) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Santa Monica, CA and has over 5 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Fidelity Investments||Santa Monica, CA||Feb 2012 - Current||6|
|Unemployed||Houston, TX||Aug 2010 - Feb 2012||1|
|Airinc Asia Pacific Ltd.||Hong Kong,||Jun 2010 - Aug 2010||< 1|
|Unemployed||Tucson, AZ||Aug 2009 - Jun 2010||< 1|
|Camp Champions||Marble Falls, TX||Jun 2009 - Aug 2009||< 1|
|Unemployed||Houston, TX||Jan 2002 - Jun 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2012|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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