Bradley Poock
Bradley Poock is a registered investment advisor at Siebert Advisornxt, LLC., based in Beverly Hills, CA, with 32 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 786 clients with $290M 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 | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The fee schedule is the starting point for negotiation. Siebert negotiates fees with clients and may charge a lesser or greater management fee than listed.
Fee Estimator
Location
9378 Wilshire Blvd. Suite 300, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2009Regulatory
September 2006Other Business Activities
Bradley assists his father with FSREO, a real estate business, dedicating minimal time. He is also a member of Ali-Lessens Leads Club and involved with Frosty Palm, a beverage company, spending about 10-20% of his time there. Bradley is also a full-time Investment Advisor Representative at Siebert AdvisorNxt, LLC.
Employment History
Current Registrations
Siebert Advisornxt, LLC.
Muriel Siebert & CO., LLCBroker
Previous Registrations
Stockcross Financial Services
Stockcross Financial Services, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations22 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.