Casey Bradley, financial advisor Atlanta GA

Casey Bradley

CRD Number: 6905186
Current Firm: Mml Investors Services, LLC

Casey Bradley (CRD# 6905186) is an Investment Advisor Representative working at Mml Investors Services, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Atlanta, GA Feb 2018 - Current 6
Mass Mutual Life Insurance Co Atlanta, GA Jul 2017 - Current 7
Unemployed Roswell, GA Sep 2016 - Jun 2017 < 1
Popeye's Louisiana Kitchen Atlanta, GA May 2016 - Aug 2016 < 1
Unemployed Roswell, GA Aug 2015 - Apr 2016 < 1
Vector Smyrna, GA Jun 2014 - Aug 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Casey Bradley
Phone Number: (413)737-8400
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    72,828
    MILLIONS
  • Total Number of Accounts
    351,645
    ACCOUNTS
  • Average Account Value
    $207,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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