Stephen Bradley, financial advisor Tiburon CA

Stephen Bradley

CRD Number: 28342
Current Firm: Gencap Portfolio Management

Stephen Bradley (CRD# 28342) is an Investment Advisor Representative working at Gencap Portfolio Management in Tiburon, CA and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Front Row Advisors LLC Tiburon, CA Sep 2015 - Current 9
Sanctuary Wealth Dba Gencap Tiburon, CA Jan 2015 - Sep 2015 < 1
Retired Tiburon, CA Oct 2013 - Jan 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination Nov 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stephen A. Bradley
Phone Number: (415) 797-6003
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    309
    MILLIONS
  • Total Number of Accounts
    495
    ACCOUNTS
  • Average Account Value
    $624,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, TX

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