Bryce Terrill Bradley

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2005 → 09/2025
  Avantax Investment Services, Inc.
  Boise, ID
• 04/1989 → Present
  Dr Bryce T. Bradly & Associate Cpa
  Boise, ID
• 02/2006 → 09/2025
  Avantax Advisory Services
  Boise, ID
• 11/2006 → 09/2025
  Avantax Insurance Agency, Llc
  Boise, ID
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Boise, ID
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-02-10 → 2025-09-05
  Avantax Advisory Services
  Boise, ID

Other Businesses

1) ABG PROPERTIES LLC POSITION: Owner/Sole Proprietor NATURE: Rental Property Owner/Management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009; 6103 WEST STATE STREET SUITE #15, BOISE ID 83703; family own, manage, upkeep, maintenance, repair rentals under LLC with wife & daughter 2) PLANTATION VIEW VILLAGE, LLC POSITION: Owner/Sole Proprietor NATURE: Rental Property Owner/Management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009; 6103 WEST STATE STREET SUITE #15, BOISE ID 83703; own, manage upkeep, maintain and repair rentals under LLC with wife. 3) PIERCE PARK VILLAGE LLC POSITION: Owner/Sole Proprietor NATURE: Rental Property Owner/Management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009; 6103 WEST STATE STREET SUITE #15, BOISE ID 83703; own, manage upkeep, maintenance and repair rentals under LLC with Wife. 4) B G PROPERTIES LLC POSITION: Owner/Sole Proprietor NATURE: Rental Property Owner/Management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009; 6103 WEST STATE STREET SUITE #15, BOISE ID 83703, own, manage, upkeep, maintenance and repair rentals under LLC with Wife. 5) DR. BRYCE T. BRADLEY & ASSOCIATES POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 6103 WEST STATE STREET SUITE #15, BOISE ID 83703, accounting/tax preparation 6) BRADLEY FINANCIAL POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 6103 WEST STATE STREET SUITE #15, BOISE ID 83703, accounting/ tax preparation 7) HAYS LIMITED PARTNERSHIP POSITION: Owner/Sole Proprietor NATURE: Rental Property Owner/Management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009; 6103 WEST STATE STREET SUITE #15, BOISE ID 83703, own, manage, upkeep, maintain, repair and rent the office equipment to the CPA firm with Family 8) DR. BRYCE T. BRADLEY POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 6103 WEST STATE STREET SUITE #15, BOISE ID 83703, this is the title of my cpa firm--the duties are those of a self-employed; such as--produce accounting / tax work services--invoice for services rendered by the business--pay the expenses of the business-- perform the usual regular duties of a self-employment business on an ongoing business

Exams

• S66 Uniform Combined State Law Examination
  2005-12-21
• S63 Uniform Securities Agent State Law Examination
  1985-12-07