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Grant Robert Bradley

Charles Schwab & Co., Inc.

New York City, NY

CRD 7684085

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-06-20
  • NY RA
    APPROVED
    Since 2023-06-20

Branch Locations

1300 Avenue Of The Americas, New York City, NY 10019 • 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
Charles Schwab & Co., Inc. New York City NY 03/2023 Present
U.S Army Colorado Springs CO 07/2020 01/2023
Unemployed Essex Fells NJ 05/2020 06/2020
Carson Corporation Lafayette NJ 07/2019 08/2019
Full-Time Education East Lansing MI 08/2016 05/2020
Unemployed Essex Fells NJ 07/2010 06/2019
Charles Schwab Bank Ssb New York City NY 03/2024 Present
  • 03/2023 → Present
    New York City, NY
  • 07/2020 → 01/2023
    U.S Army
    Colorado Springs, CO
  • 05/2020 → 06/2020
    Unemployed
    Essex Fells, NJ
  • 07/2019 → 08/2019
    Carson Corporation
    Lafayette, NJ
  • 08/2016 → 05/2020
    Full-Time Education
    East Lansing, MI
  • 07/2010 → 06/2019
    Unemployed
    Essex Fells, NJ
  • 03/2024 → Present
    Charles Schwab Bank Ssb
    New York City, NY
Other Businesses

1) National Guard of New York|Investment Related: No|68 Lexington Ave , New York, NY, 10010, United States |Military|Squad Leader |1/26/2023|Less than 20 hour/month - 0 during trading hours|Squad leader of an a Infantry Mortar Team

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-17
  • S66 Uniform Combined State Law Examination
    2023-06-17
Other Names
  • Grant Bradley

View on SEC IAPD

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