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Stephen Bradley Fush

Boyd Watterson Asset Management, LLC

Cleveland, OH

Bloomfield Hills, MI

CRD 4956849

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Employer firm

Boyd Watterson Asset Management, LLC CRD 107808

$18.8B regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

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

Current Employers
Boyd Watterson Asset Management, Llc

1301 East 9Th Street Suite 2900, Cleveland, OH 44114-3179 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2019-11-01
  • MI RA
    APPROVED
    Since 2019-11-01

Branch Locations

1301 East 9Th Street Suite 2900, Cleveland, OH 44114-3179 • United States

121 West Long Lake Rd. Suite 350, Bloomfield Hills, MI 48304 • 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
OrganizationCityStateFromTo
Incore Capital Management Birmingham MI 10/2000 09/2019
Boyd Watterson Asset Management, Llc Cleveland OH 09/2019 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-02-10
  • S63 Uniform Securities Agent State Law Examination
    2006-02-10
Designations
  • Chartered Financial Analyst
Other Names
  • Stephen Bradley Fush
  • Brad Fush

View on SEC IAPD

Nearby Firms

FIRST FIDUCIARY INVESTMENT COUNSEL INC
INDEPENDENCE WEALTH ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.

Nearby Investors

LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY

Nearby Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH

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