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).
Total Assets Under Management134MILLION
Total Number of Accounts1,211ACCOUNTS
Average Account Value$110,621
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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
CT, FL, MA, NH
Brian Case (CRD# 2798993) is an Investment Advisor Representative working at Bradway Financial, LLC in Longmeadow, MA and has over 21 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.
Richard Duncan (CRD# 73262) is an Investment Advisor Representative working at Bradway Financial, LLC in Longmeadow, MA and has over 30 years of experience in the finance industry.
Craig Roncaioli (CRD# 1383311) is an Investment Advisor Representative working at Bradway Financial, LLC in Farmington, CT and has over 23 years of experience in the finance industry.