Bradley Michael Steinman

Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 12/2013 → 11/2016
  Green Business Law, Llc
  Portland, OR
• 03/2017 → 07/2020
  Public Defender Of Marion County, Inc.
  Salem, OR
• 07/2020 → 12/2021
  Personal Financial Planning, Inc.
  Deerfield, IL
• 11/2016 → 03/2017
  Unemployed
  Salem, OR
• 12/2021 → 03/2024
  Strategiq Financial Group, Llc
  Deerfield, IL
• 01/2024 → Present
  Waverly Advisors, Llc
  Deerfield, IL

Previous Registrations

• 2021-12-10 → 2024-03-23
  Strategiq Financial Group, Llc
  Merrillville, IN
  Deerfield, IL
• 2020-12-06 → 2021-12-17
  Personal Financial Planning, Inc.
  Deerfield, IL

Other Businesses

1) StrategIQ Tax and Business Services, LLC, Not Investment Related; 101 E 90th Drive, Merrillville, IN 46410; Entity; Tax Return Preparation; 2021; 10 Hours Per Month; 10 Hours During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-20

Designations

• Certified Financial Planner