Bradford Garet Williams

Employer firm

Boston Portfolio Advisers CRD 172374

$122M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 03/2011 → Present
  Lebed Asset Management Llc
  Boston, MA
• 12/2014 → Present
  Boston Portfolio Advisers, Llc
  Boston, MA

Previous Registrations

• 2006-03-10 → 2015-12-08
  Boston Investment Advisers, Inc.
  Boston, MA
  Boston, MA
  Boston, MA
• 2003-03-19 → 2005-08-26
  Wingate Wealth Advisors, Inc.
  L:EXington, MA

Other Businesses

I AM CURRENTLY AN OFFICER OF LEBED ASSET MANAGEMENT LLC ("LAM") LOCATED AT 6 BEACON STREET, BOSTON, MA 02108. LAM IS A REGISTERED INVESTMENT ADVISER SERVING PRIMARILY INDIVIDUALS, FAMILIES AND TRUSTS. MY POSITION IS DIRECTOR OF FUND RESEARCH. I WAS APPOINTED TO THIS POSITION AND AS AN OFFICER OF LAM IN MARCH OF 2011. I AM NOT AN EMPLOYEE OF LAM, BUT AM COMPENSATED FOR THE SERVICES I PROVIDE. MY DUTIES INVOLVE SELECTION AND MONITORING OF MUTUAL FUNDS AND EXCHANGE-TRADED FUNDS AS WELL AS MAKING RECOMMENDATIONS ON CHANGES TO CLIENT HOLDINGS OF THESE SECURITIES. ON OCCASION I MAY BE INVOLVED IN MARKETING LAM'S SERVICES TO PROSPECTIVE CLIENTS. I DEVOTE LESS THAN 20 HOURS A MONTH TO MY LAM DUTIES, ANY OR ALL OF WHICH MAY TAKE PLACE DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-14

Other Names

• Bradford Garet Williams
• Brad Garet Williams
• Bradford G Williams