Bradford Dewitt Delanoy

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2009 → 04/2020
  Morgan Stanley Smith Barney
  Boca Raton, FL
• 01/2015 → 04/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2020 → Present
  Lpl Financial Llc
  Boca Raton, FL

Previous Registrations

• 2009-06-01 → 2020-04-27
  Morgan Stanley
  Boca Raton, FL
• 2003-01-28 → 2009-06-01
  Citigroup Global Markets Inc.
  Fort Lauderdale, FL
  Boca Raton, FL
  Fort Lauderdale, FL
  Boca Raton, FL
• 1992-06-23 → 2003-01-22
  Morgan Stanley Dw Inc.
  Fort Lauderdale, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-07-23