William Bradley Harrison

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2003 → 09/2024
  Harrison Construction & Remodeling Inc.
  New Smyrna Beach, FL
• 07/2016 → 08/2019
  Madison Avenue Securities, Llc
  San Diego, CA
• 06/2015 → Present
  Anders & Anders Financial Group
  New Smyrna Beach, FL
• 08/2019 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 11/2021 → Present
  Madison Avenue Securities
  New Smyrna Beach, FL
• 09/2024 → Present
  Dragon Financial Services
  New Smyrna Beach, FL

Previous Registrations

• 2017-01-20 → 2019-08-26
  Madison Avenue Securities, Llc
  New Smyrna Beach, FL
  San Diego, CA
  San Diego, CA

Other Businesses

1.) ANDERS & ANDERS FINANCIAL GROUP, INC.; INV RELATED:YES; ADDRESS:315 LIVE OAK ST. NEW SMYRNA BEACH, FL 32168; NATURE:SECURITIES AND INSURANCE SALES; POSITION:AGENT; START DATE:06/2015; HOURS/MONTH:50; TRADING HOURS/MONTH:50; INSURANCE SALES & SERVICE 2.) WBH FINANCIAL INC.; INV RELATED:NO; ADDRESS:2671 PEARL LAKE TRAIL; NATURE:DROP ACCOUNT FOR INSURANCE BUSINESS; POSITION:PRESIDENT; START DATE:03/22/2016; HOURS/MONTH:1; TRADING HOURS/MONTH:0; DUTIES:ADMINISTRATIVE 3.) MADISON AVENUE SECURITIES; POSITION: Registered Representative NATURE: Broker Dealer INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 11/30/2021 ADDRESS: 315 LIVE OAK ST, NEW SMYRNA BEACH FL 32168, United States DESCRIPTION: Registered Representative for securities business. 4.) DR Anders Inc.; Address: 315 LIVE OAK ST, NEW SMYRNA BEACH FL 32168; Investment Related: Yes; Position: Agent Receiving Commission; Duties: Agent Offering Insurance Products; Hours Per Week: 1 Hour; Start Date: 9/30/2024. 5.) Dragon Financial Services; Address; 315 LIVE OAK ST, NEW SMYRNA BEACH FL 32168; Investment Related: Yes; Position: Agent; Start Date: 09/2024; Approx. 4 Hrs/Month; Approx. 2 Hrs/Month during trading hours; Duties: Agent only receiving commissions that are paid to my WBH Financial Corp. account.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-02-24
• S65 Uniform Investment Adviser Law Examination
  2016-11-16

Other Names

• William B. Harrison
• Brad Harrison