Nicholas Bradley (CRD# 7073498) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Burlington, MA and has over 3 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 6319566
Artemis Financial Advisors
CRD# 7339646
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Burlington, MA | Aug 2020 - Current | 2 |
| Charles Schwab & Company, Inc. | Burlington, MA | Feb 2019 - Current | 3 |
| Unemployed | Denver, CO | Aug 2018 - Jan 2019 | < 1 |
| Office Depot | Fort Collins, CO | May 2016 - Jul 2018 | 2 |
| Colordao State University | Fort Collins, CO | Aug 2014 - May 2018 | 3 |
| Skyland Constructors | Elizabeth, CO | May 2015 - Oct 2015 | < 1 |
| Mountain Vista High School | Highlands Ranch, CO | Aug 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- CA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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