Paul Michael Bradley

Employer firm

Piedmont Wealth Advisory CRD 333693

$354M regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2015 → 05/2017
  Red Ventures
  Charlotte, NC
• 12/2020 → 07/2021
  Vanguard Advisers, Inc.
  Charlotte, NC
• 07/2021 → 12/2024
  Oakmont Wealth Advisory, Llc
  Reston, VA
• 06/2017 → 08/2017
  Unemployed
  Charlotte, NC
• 09/2017 → 07/2021
  Vanguard Marketing Corporation
  Charlotte, NC
• 11/2024 → Present
  Oak Barrel Wealth Advisory Llc
  Charlotte, NC

Previous Registrations

• 2022-01-11 → 2024-12-31
  White Oak Wealth Management
  Columbia, MD
• 2020-12-16 → 2021-07-16
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2020-12-08
• S63 Uniform Securities Agent State Law Examination
  2017-08-23

Other Names

• Paul Bradley