Inactive

Bradford Allen Stelzer

Claim This Profile

Current Employers

Joel R. Mogy Investment Counsel Inc.

315 South Beverly Drive Suite 400, Beverly Hills, CA 90212-4301 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2021-08-02
TX	RA	APPROVED	2021-08-02

CA RA
APPROVED

Since 2021-08-02
TX RA
APPROVED

Since 2021-08-02

Branch Locations

315 South Beverly Drive Suite 400, Beverly Hills, CA 90212-4301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Joel R. Mogy Investment Counsel Inc.	Beverly Hills	CA	02/2004	Present

02/2004 → Present

Joel R. Mogy Investment Counsel Inc.

Beverly Hills, CA

Designations

Other Names

Bradford (Brad) Stelzer
Bradford Stelzer

View on SEC IAPD

Other Firms

MORGAN STANLEY

EAGLE STRATEGIES LLC

RBC SECURITIES, INC

RBC ROCHDALE, LLC

LPL FINANCIAL LLC

U.S. BANCORP ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Other Investors

CECIL YAN SEE HO

JONATHAN Y MCLEAN

ERIN PATRICE BROOKS

Audrey Shih-Min Chang

JULIE FORMAN

KAMRAN W. HEDJASI

HRIPSIME SIMA KEOSHGERIAN

LILY CAI

Other Offices

MORGAN STANLEY · Pasadena, CA

EAGLE STRATEGIES LLC · Pasadena, CA

RBC SECURITIES, INC · Pasadena, CA

EAGLE STRATEGIES LLC · PASADENA, CA

RBC ROCHDALE, LLC · Pasadena, CA

EAGLE STRATEGIES LLC · PASADENA, CA

LPL FINANCIAL LLC · PASADENA, CA

Reviews

Want to share your experience?

Loading reviews...

Reach out to this advisor