Timothy Bradley
Timothy Bradley is a registered investment advisor at Dynamic Trading Management, LLC., based in White Plains, NY, with 35 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 82 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 3.00% |
| $500K - $1.0M | 2.20% |
| $1.0M - $2.0M | 1.90% |
| $2M+ | 1.70% |
Fee Estimator
Location
245 Main Street 4th Floor, White Plains, NY, 10601
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1999Other Business ActivitiesSells Insurance
Timothy is the owner of Tim Bradley Agency since 2007, selling fixed investment and insurance products. This takes a significant amount of his time, about a quarter of his time.
Employment History
Current Registrations
Dynamic Trading Management, LLC.
Cabot Lodge Securities LLCBroker
Previous Registrations
Allied Beacon Partners, INC.Broker
Advanced Planning Securities, INC.Broker
Clark Dodge & CO. INC.
Clark Dodge & CO., INC.Broker
Citigroup Global Markets INC.Broker
Nathan & Lewis Securities, INC.Broker
Cpc Securities CorporationBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.