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Marisa Anne Bradbury

Sigma Investment Counselors

Lake Mary, FL

CRD 5731110

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Employer firm

Sigma Investment Counselors CRD 104754

$2.17B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Sigma Investment Counselors

186 E Main Street Suite 200, Northville, MI 48167 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-05-08
FL RA APPROVED 2013-09-09
MI RA APPROVED 2010-04-06
  • TX RA
    APPROVED
    Since 2015-05-08
  • FL RA
    APPROVED
    Since 2013-09-09
  • MI RA
    APPROVED
    Since 2010-04-06

Branch Locations

255 Primera Blvd. Suite 160, Lake Mary, FL 32746 • 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
Sigma Investment Counselors Southfield MI 05/1997 Present
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Marisa Anne Lenhard
  • Marisa Anne Lenhard

View on SEC IAPD

Nearby Firms

ROBO ADVISOR, INC.
BLUESTAR WEALTH MANAGEMENT
FAMILYWEALTH

Nearby Investors

JEFFREY JOSEPH HOVERMALE
RICHARD ALLEN HUMPHREYS
JOHN DUSTIN RIGGS

Nearby Offices

ROBO ADVISOR, INC. · LAKE MARY, FL
BLUESTAR WEALTH MANAGEMENT · LAKE MARY, FL
FAMILYWEALTH · LAKE MARY, FL

More in Lake Mary, FL

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