Steven Bradway
Steven Bradway is a CFP-designated registered investment advisor at LPL Financial LLC, based in West Springfield, MA, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
110 Elm St, West Springfield, MA, 01089
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven operates under the DBA BFP Financial Services since 2003 and is involved with BFP Associates in retirement planning as a third-party administrator. He also purchases an employee benefits firm, BFP Associates, Inc., which includes employee group insurance brokerage, and sells non-variable insurance, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations13 states
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