BD
BD

Bradley John Donner

37 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
2,073 clients
Average Client Portfolio
$303K average
Assets Under Management
$628.7M

Fee Structure

Minimum Investment:$25K
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Location

493 S. Main Street, Canandaigua, NY, 14424

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bradley is the President of Finger Lakes Securities, LLC, which is used as a DBA. He is also President of Brandon Financial LLC, which is used to pay bills associated with the DBA; both activities require minimal time.

Employment History
Current Registrations
Cl Wealth Management LLC
August 2021 - Present · 4 yrs 6 mos
Cabot Lodge Securities LLCBroker
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
Sb Advisory, LLC
January 2021 - October 2021 · 9 mos
Sb Advisory, LLC
September 2015 - December 2020 · 5 yrs 3 mos
Ifs SecuritiesBroker
September 2015 - September 2019 · 4 yrs
J P Turner & Company Capital Management, LLC
October 2008 - September 2015 · 6 yrs 11 mos
J.P. Turner & Company, L.L.C.Broker
September 2002 - September 2015 · 13 yrs
Schneider Securities, INC.Broker
October 1998 - September 2002 · 3 yrs 11 mos
H.J. Meyers & CO., INC.Broker
February 1990 - October 1998 · 8 yrs 8 mos
Network 1 Financial Securities INC.Broker
April 1989 - March 1990 · 11 mos
Monmouth Investments, INC.Broker
November 1988 - September 1991 · 2 yrs 10 mos
State Registrations21 states
ALCACOCTFLGAILMDMIMNMSNCNJNYOHORPASCTNVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.