Bradley Daniels (CRD# 1708454) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sea Girt, NJ and has over 31 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks | El Segundo, CA | Jan 2024 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jan 2024 - Current | < 1 |
| Newbridge Securities Corporation | Sea Girt, NJ | Sep 2021 - Jan 2024 | 2 |
| Newbridge Financial Services Group Inc. | Sea Girt, NJ | Sep 2021 - Jan 2024 | 2 |
| Lpl Financial, LLC | Sea Girt, NJ | Jan 2021 - Sep 2021 | < 1 |
| Regal Securities | Sea Girt, NJ | Jul 2016 - Jan 2021 | 4 |
| Unemployed | Colts Neck, NJ | Jul 2015 - Jun 2016 | < 1 |
| Fox Asset Management | Shrewsbury, NJ | Sep 2006 - Jul 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- NJ
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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)
- 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, VI, VT, WA, WI, WV, WY
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