Bradley Scott Duling

Employer firm

Sym Financial Advisors CRD 107517

$5.81B regulatory AUM 32 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2011 → Present
  Sym Financial Advisors
  Midland, MI

Previous Registrations

• 2010-05-03 → 2011-09-30
  Gardey Financial Advisors Inc
  Saginaw, MI

Other Businesses

Business: United Way of Midland County - Investment-related: Yes - Business Address: 115 Jerome Street, Midland, MI 48640 - Nature of Business: Charitable - Position: Member, Board of Directors - Start Date: 3/1/2017 - Hours/Month: 15 hours/year - Hours/Month During Securities Trading Hours: 0 hours/year - Duties: Attend Board meetings and investment committee meetings. Business: Midland Noon Rotary - Investment-related: Yes - Business Address: P.O. Box 2002 Midland, MI 48641 - Nature of Business: Charitable - Position: President - Start Date: 7/1/2026 - Hours/Month: 10 hours/year - Hours/Month During Securities Trading Hours: 5 hours/year - Duties: Serve as president of the club from July 1, 2026 to June 30, 2027. Strategic planning, chair board of directors, manage club meetings, committees, and goals. Report to the district governor and Rotary International. Oversee finances

Designations

• Certified Financial Planner

Other Names

• Brad Duling