Robert Bradley (CRD# 6533384) is an Investment Advisor Representative working at Mml Investors Services, LLC in East Windsor Township, NJ and has over 5 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services | East Windsor, NJ | Aug 2019 - Current | 4 |
| Massmutual | East Windsor, NJ | Jul 2019 - Current | 4 |
| Nylife Securities, LLC | Horsham, PA | Sep 2018 - Jul 2019 | < 1 |
| New York Life Insurance Company | Horsham, PA | Aug 2018 - Jul 2019 | < 1 |
| Sei Investments | Oaks, PA | Jan 2017 - Aug 2018 | 1 |
| Canal Wines Unlimited | Medford, NJ | May 2016 - Jan 2017 | < 1 |
| Tulane University | New Orleans, LA | Jan 2013 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- NJ
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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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