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Bradford Guy Dolgin

Venture Visionary Partners LLC

Delray Beach, FL

Sylvania, OH

CRD 1138279

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Employer firm

Venture Visionary Partners LLC CRD 304237

$5.24B regulatory AUM 101 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Venture Visionary Partners Llc

5520 Monroe Street Suite B, Sylvania, OH 43560 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-05
TX RA APPROVED 2022-07-29
OH RA APPROVED 2020-11-11
  • FL RA
    APPROVED
    Since 2026-02-05
  • TX RA
    APPROVED
    Since 2022-07-29
  • OH RA
    APPROVED
    Since 2020-11-11

Branch Locations

16910 Knightsbridge Ln, Delray Beach, FL 33483 • United States

5520 Monroe Street Suite B, Sylvania, OH 43560 • 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
Ubs Financial Services Inc. Toledo OH 05/2003 11/2020
Venture Visionary Partners Llc Sylvania OH 11/2020 Present
Purshe Kaplan Sterling Investments Albany NY 11/2020 12/2021
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-11-18
S63 Uniform Securities Agent State Law Examination 1983-10-06
  • S65 Uniform Investment Adviser Law Examination
    1992-11-18
  • S63 Uniform Securities Agent State Law Examination
    1983-10-06
Other Names
  • Bradford G Dolgin
  • Brad Dolgin

View on SEC IAPD

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