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Bradley Keith Sharp

Rwa Wealth Partners

Boston, MA

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Current Employers
Rwa Wealth Partners

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2017-02-06
  • MA RA
    APPROVED
    Since 2017-02-06

Branch Locations

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Braver Wealth Management, Llc Newton MA 09/2008 02/2017
Rwa Wealth Partners, Llc Newton MA 08/2023 Present
Polaris Wealth Advisory Group An Rwa Wealth Partners Company San Rafael CA 02/2023 11/2023
Adviser Investments, Llc Newton MA 02/2017 08/2023
  • 09/2008 → 02/2017
    Braver Wealth Management, Llc
    Newton, MA
  • 08/2023 → Present
    Rwa Wealth Partners, Llc
    Newton, MA
  • 02/2023 → 11/2023
    Polaris Wealth Advisory Group An Rwa Wealth Partners Company
    San Rafael, CA
  • 02/2017 → 08/2023
    Adviser Investments, Llc
    Newton, MA
Previous Registrations
  • 2023-02-24 → 2023-11-08
    Polaris Wealth Advisory Group
    Newton, MA
    San Rafael, CA
  • 2008-11-18 → 2017-02-21
    Braver Wealth Management, Llc
    Needham, MA
  • 1997-12-17 → 2008-09-12
    Strategic Advisers Llc
    Boston, MA
  • 1997-12-17 → 2007-03-28
    Fidelity Personal Trust Company, Fsb
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-18
S63 Uniform Securities Agent State Law Examination 1997-03-11
  • S65 Uniform Investment Adviser Law Examination
    1997-10-18
  • S63 Uniform Securities Agent State Law Examination
    1997-03-11
Designations
Other Names
  • Bradley Keith Sharp
  • Bradley Keith Sharp

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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