Bradley Kelley
Bradley Kelley is a registered investment advisor at Sequoia Financial Group, L.L.C., based in Akron, OH, with 33 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,771 clients with $23B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequoia Financial Advisors charges for investment management services as a percentage of the value of your investments or as a fixed retainer. The exact fee is negotiable based on your financial situation, the amount you invest, and the complexity of the services provided. Fees are billed either quarterly in advance, quarterly in arrears, or monthly in advance. Sequoia may also recommend that clients invest in an affiliated exchange traded fund, which creates a conflict of interest.
Location
3500 Embassy Parkway, Akron, OH, 44333
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2011Customer Dispute
December 1995Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
Previous Registrations
Sequoia Financial Group, L.L.C.
United Planners' Financial Services of America a Limited PartnerBroker
Securities America, INC.Broker
Eide Bailly Securities, LLCBroker
Eide Bailly Advisors, LLC
Cap Pro Brokerage Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations1 state
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.