Brad McIlvaine, financial advisor Shelton CT
90 score

Brad McIlvaine

CRD Number: 5955104
Current Firm: Ast Investment Services, Inc.

Brad McIlvaine (CRD# 5955104) is an Investment Advisor Representative working at Ast Investment Services, Inc. in Shelton, CT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America Dresher, PA Mar 2015 - Current 1
Prudential Annuities Distributors, Inc. Dresher, PA Mar 2015 - Current 1
Pacer Financial, Inc. Paoli, PA Jun 2011 - Mar 2015 3
Unemployed West Chester, PA Oct 2010 - Jun 2011 < 1
Ds Waters Of America Exton, PA Jul 2010 - Oct 2010 < 1
Ricoh Usa West Chester, PA Jan 2008 - Jul 2010 2
Randstand Work Solutions Devon, PA Nov 2006 - Jan 2008 1
Unemployed West Chester, PA Aug 2006 - Nov 2006 < 1
Ole Ole Winter Park, FL Oct 2005 - Aug 2006 < 1
Full Sail University Winter Park, FL Sep 2004 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Brad N. McIlvaine
Phone Number: 973-367-6608
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    125,925
    MILLIONS
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $1,748,952,551
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, FL, GA, IL, MA, MD, NJ, NM, OH, PA, SC, TN, TX, VA, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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