Michael Vern Bradley

Employer firm

Bradley Wealth LLC CRD 131808

$197M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• ALTERNATIVE INVESTMENT ADVISEMENT

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

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

Current Employers

Employment History

• 09/2009 → Present
  Bradley Wealth Management, Llc
  San Diego, CA

Previous Registrations

• 2008-01-23 → 2009-05-21
  Bradley Wealth Llc
  Scottsdale, AZ
• 2004-05-26 → 2008-06-20
  Associated Securities Corp.
  Chanldler, AZ
  Gilbert, AZ
• 2004-05-12 → 2008-06-20
  Associated Planners Investment Advisory Inc
  Gilbert, AZ
• 2006-05-17 → 2007-12-31
  Bradley Wealth Llc
  Gilbert, AZ

Other Businesses

MICHAEL V. BRADLEY IS ALSO AN INDEPENDENT INSURANCE AGENT: LTC, LIFE AND DISABILITY INSURANCE PLANNING, SINCE 04/2003. NOT INVESTMENT RELATED. THE ADDRESS IS: 350 Tenth Ave, Suite 1000, SAN DIEGO, CA 92101. MICHAEL V. BRADLEY SPENDS APPROXIMATELY 5 HOURS PER MONTH, DURING TRADING HOURS, RELATED TO HIS WORK AS AN INDEPENDENT INSURANCE AGENT.

Exams

• S66 Uniform Combined State Law Examination
  2004-05-05
• S63 Uniform Securities Agent State Law Examination
  2002-12-18

Other Names

• Michael V Bradley