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Bradley Rice

Constellation Wealth Advisors

Cincinnati, OH

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Current Employers
Constellation Wealth Advisors

255 East Fifth St. Suite 3000, Cincinnati, OH 45202 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-08-03
  • OH RA
    APPROVED
    Since 2026-08-03

Branch Locations

255 East Fifth St. Suite 3000, Cincinnati, OH 45202 • 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
University Of Cincinnati Cincinnati OH 08/2015 05/2018
Sandlapper Securities, Llc Cincinnati OH 05/2018 05/2019
Sandlapper Wealth Management, Llc Greenville SC 10/2018 12/2020
Cabot Lodge Securities Llc New York NY 06/2019 12/2020
Constellation Wealth Advisors Cincinnati OH 06/2025 Present
Cintas Corporation Erlanger KY 12/2020 10/2022
Johnson Controls Cincinnati OH 10/2022 02/2024
Stedman Machine Company Aurora IN 02/2024 06/2025
  • 08/2015 → 05/2018
    University Of Cincinnati
    Cincinnati, OH
  • 05/2018 → 05/2019
    Sandlapper Securities, Llc
    Cincinnati, OH
  • 10/2018 → 12/2020
    Sandlapper Wealth Management, Llc
    Greenville, SC
  • 06/2019 → 12/2020
    Cabot Lodge Securities Llc
    New York, NY
  • 06/2025 → Present
    Constellation Wealth Advisors
    Cincinnati, OH
  • 12/2020 → 10/2022
    Cintas Corporation
    Erlanger, KY
  • 10/2022 → 02/2024
    Johnson Controls
    Cincinnati, OH
  • 02/2024 → 06/2025
    Stedman Machine Company
    Aurora, IN
Previous Registrations
  • 2018-11-13 → 2020-12-31
    Colony Park Financial Services Llc.
    Cincinnati, OH
    Greenville, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-09
S66 Uniform Combined State Law Examination 2018-10-11
  • S65 Uniform Investment Adviser Law Examination
    2026-03-09
  • S66 Uniform Combined State Law Examination
    2018-10-11
Other Names
  • Brad Rice
  • Bradley Christopher Rice

View on SEC IAPD

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JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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