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CFP
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CFP

Bradley Barnblatt

Wells Fargo Advisors
31 Years of Experience
San Francisco, CA
Broker
View SEC Summary
View SEC Summary

Bradley Barnblatt is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in San Francisco, CA, with 31 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

601 California Suite 1168, [Satellite], San Francisco, CA, 94108

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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 co-owner and president of the 1837 Pine Street Homeowner Association, dedicating minimal time to paying bills. He also owns rental property and Barnblatt Advisory, LLC, and is a trustee for his father's trust, but spends no time on these activities. Bradley also has a California real estate license, but it is inactive.

Employment History
Current Registrations
Wells Fargo Advisors
June 2023 - Present · 3 yrs 5 mos
Wells Fargo Advisors Financial Network, LLC
June 2023 - Present · 3 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2023 - Present · 3 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2009 - June 2023 · 14 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2009 - June 2023 · 14 yrs 5 mos
UBS Financial Services INC.
July 1997 - January 2009 · 11 yrs 6 mos
UBS Financial Services INC.Broker
April 1995 - January 2009 · 13 yrs 9 mos
State Registrations34 states
AZCACOCTDCFLGAHIIDILLAMAMDMIMNMOMTNCNHNJNMNVNYOHORPASCTXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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