Bradley John Hilbert

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → Present
  Mid Atlantic Capital Corporation
  Canonsburg, PA
• 11/2009 → Present
  Mid Atlantic Financial Mangement, Inc.
  Pittsburgh, PA
• 11/2021 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 2009-11-13 → 2021-11-01
  Mid Atlantic Financial Management, Inc.
  Pittsburgh, PA
  Canonsburg, PA
  Bridgeville, PA
  Pittsburgh, PA
  Canonsburg, PA
• 2002-07-30 → 2009-11-09
  Ameriprise Financial Services, Llc
  Pittsburgh, PA
  Sewickley, PA

Other Businesses

1)OXYGEN FINANCIAL~NON INVESTMENT RELATED~11680 GREAT OAKS WAY, SUITE 175, ALPHARETTA, GA 30022~FIXED INSURANCE~APPT. ADVISOR~START DATE NOV 2009~10HRS PER MONTH~10HRS PER MONTH DURING MARKET~USE THEM AS GENERAL AGENT FOR FIXED INSURANCE- - - - - - - - - - - - - - - - - - - - - - - 2)3 Rivers Wealth Management Group - DBA for investment advisory business through NEA~Investment Related~6000 Town Center Blvd, Suite 148, Canonsburg, PA 15317~Financial Planning Firm~Advisor/Owner~November 2009~160HRS per month~160HRS per month during the market~financial planning firm, retirement plan consulting, wealth management 3)FIG - Financial Independence Group*No Invest*Cornelius, NC*Producer*Fixed insurance*5/28/14*8 per mnth/8 trade*I use FIG as a general agency for fixed insurance. 4)AGORA Health Insurance*No Invest*Sewickley, PA*Producer*Health Insurance within PA*5/28/24*1 Per mnth/1 Trade*I no longer actively solicit health insurance clients. I am simply receiving my renewal commissions for past business from AGORA.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-06
• S63 Uniform Securities Agent State Law Examination
  1998-01-17

Other Names

• Bradley John Hilbert