Bradford Despelder

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-07-31
MI	RA	APPROVED	2024-07-02

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Country Club Of Detroit	Grosse Pointe Farms	MI	04/2016	09/2018
Grosse Pointe North High School	Grosse Pointe	MI	09/2014	05/2017
Merchants Fine Wine	Groose Pointe Woods	MI	04/2017	04/2019
Campus Party Store	Allendale	MI	06/2019	12/2019
Ellis Parking	Grand Rapids	MI	03/2019	07/2019
Doordash	Grand Rapids	MI	03/2019	03/2022
Grand Valley State University	Allendale	MI	08/2017	12/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Grosse Pointe	MI	06/2024	Present
Hantz Group	Southfield	MI	03/2022	06/2024
Bank Of America, N.A.	Grosse Pointe	MI	07/2024	Present

04/2016 → 09/2018

Country Club Of Detroit

Grosse Pointe Farms, MI
09/2014 → 05/2017

Grosse Pointe North High School

Grosse Pointe, MI
04/2017 → 04/2019

Merchants Fine Wine

Groose Pointe Woods, MI
06/2019 → 12/2019

Campus Party Store

Allendale, MI
03/2019 → 07/2019

Ellis Parking

Grand Rapids, MI
03/2019 → 03/2022

Doordash

Grand Rapids, MI
08/2017 → 12/2021

Grand Valley State University

Allendale, MI
06/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Grosse Pointe, MI
03/2022 → 06/2024

Hantz Group

Southfield, MI
07/2024 → Present

Bank Of America, N.A.

Grosse Pointe, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-05-05