Bradway Financial, LLC

Bradway Financial, LLC (CRD# 117480) is a financial advisory firm headquartered in Longmeadow, MA. They manage $133,961,923 in 1,211 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    1,211
    ACCOUNTS
  • Average Account Value
    $110,621
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MA, NH

Financial Advisors at Bradway Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brian K. Case
CRD#: 2798993
734 Bliss Road, Suite 1, Longmeadow, MA 01106
96
Wealthminder
score

Brian Case (CRD# 2798993) is an Investment Advisor Representative working at Bradway Financial, LLC in Longmeadow, MA and has over 20 years of experience in the finance industry. Brian Case has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard G. Duncan
CRD#: 73262
734 Bliss Road, Suite 2, Longmeadow, MA 01106
83
Wealthminder
score

Richard Duncan (CRD# 73262) is an Investment Advisor Representative working at Bradway Financial, LLC in Longmeadow, MA and has over 29 years of experience in the finance industry.

3
Craig A. Roncaioli
CRD#: 1383311
195 Farmington Avenue, Farmington, CT 06032
74
Wealthminder
score

Craig Roncaioli (CRD# 1383311) is an Investment Advisor Representative working at Bradway Financial, LLC in Farmington, CT and has over 22 years of experience in the finance industry.

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