Bradley James Wise

Employer firm

Revisor Wealth Management LLC CRD 169814

$2.53B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 03/2006 → 11/2020
  Ast Investment Services, Inc.
  Shelton, CT
• 08/1986 → 02/2024
  Prudential Annuities Distributors
  Shelton, CT
• 05/2003 → 03/2024
  Prudential Insurance Company Of America
  Shelton, CT
• 03/2024 → 01/2025
  Unemployed
  Naples, FL
• 01/2025 → 01/2025
  Wise Capital Management
  Naples, FL
• 01/2025 → Present
  Revisor Wealth Management Llc
  Naples, FL

Previous Registrations

• 2006-09-07 → 2020-11-04
  Ast Investment Services, Inc.
  Shelton, CT
• 2004-01-12 → 2004-03-24
  American Skandia Advisory Services, Inc.
  Shelton, CT
• 2003-02-10 → 2003-12-31
  Pruco Securities, Llc.
  Newark, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-03
• S63 Uniform Securities Agent State Law Examination
  1992-06-11

Other Names

• Bradley J Wise