Bradley Marc Mann

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2018-02-01
FL	RA	APPROVED	2016-02-25
NJ	RA	APPROVED	2002-05-22

PA RA
APPROVED

Since 2018-02-01
FL RA
APPROVED

Since 2016-02-25
NJ RA
APPROVED

Since 2002-05-22

Branch Locations

1200 N Federal Hwy Ste 300, Boca Raton, FL 33432 • 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

Organization	City	State	From	To
Lpl Financial Llc	Boca Raton	FL	03/1993	Present

03/1993 → Present

Lpl Financial Llc

Boca Raton, FL

Previous Registrations

2015-12-08 → 2016-02-08

Independent Financial Partners

Boca Raton, FL
2014-11-13 → 2015-06-19

Private Wealth Alliance, Llc

Fort Lauderdale, FL

Other Businesses

1. 12/19/2002 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - GE/FIRST COLONY SPIA, AMERICA NATIONAL INSURANCE COMPANY, JOHN HANCOCK, GE LTC INSURANCE, LAFAYETTE LIFE INSURANCE COMPANY. 2. 6/28/2004 - Bradley Mann - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - TAX PREPARATION. 3. 6/28/2010 - MANN FINANCIAL STRATEGIES, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 12/16/2014 - Atlantic Tax Services - Not Investment Related - 200 S Andrews Ave, Ft Lauderdale FL 33301 - Started 01/01/2015 - 60 Hours Per Month/40 Hours During Securities Trading - enrolled agent; tax prep/accounting. 5. 11/21/2019 - Atlantic Capital Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/01/2019 - 150 Hours Per Month During Securities Trading. 6. 1/22/2020 - ATLANTIC CAPITAL WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/08/2020 - 30 Hours Per Month/5 Hours During Securities Trading.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1985-08-22

S63 Uniform Securities Agent State Law Examination

1985-08-22

Designations

Certified Financial Planner

Other Names

Bradley Marc Mankowski
Bradley Marc Mankowski

View on SEC IAPD