Bradley Patrick Warner

Employer firm

Cbiz Investment Advisory Services, LLC CRD 286002

$12.8B regulatory AUM 768 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2015 → 01/2017
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2015 → 05/2018
  Inr Advisory Services, Llc
  Media, PA
• 05/2018 → Present
  Cbiz Investment Advisory Services Llc
  Cleveland, OH

Previous Registrations

• 2015-11-09 → 2019-04-01
  Inr Advisory Services, Llc
  Media, PA
• 2011-09-06 → 2015-11-30
  Tp Investment Advisory Services, Llc
  Media, PA
• 2014-09-23 → 2015-08-31
  Global Retirement Partners Llc
  Wayne, PA
  San Rafael, CA
• 2012-05-15 → 2014-11-17
  Financial Telesis Inc
  San Rafael, CA
  Wayne, PA
• 2010-09-16 → 2011-09-13
  Moynahan Management Company, Inc
  Avondale, PA
• 2008-05-01 → 2010-09-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington
  New York, NY
  New York, NY
  Pennington, NJ
• 2007-02-09 → 2008-03-14
  Valley Forge Asset Management, Llc
  Wilmington, DE
  Wilmington, DE
  King Of Prussia, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-08
• S63 Uniform Securities Agent State Law Examination
  2003-06-21

Other Names

• Brad Warner
• Bradley Patrick Warner
• Bradley P Warner